Unclaimed Profile

Paul James Gerard

OHIO NATIONAL INVESTMENTS INC·MONTGOMERY, Ohio

Clean recordOHIO NATIONAL INVESTMENTS INC

ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 6306070Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul James Gerard · MONTGOMERY, OH

Registration

CRD #6306070 · OHIO NATIONAL INVESTMENTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul James Gerard is a registered financial advisor based in MONTGOMERY, Ohio, affiliated with OHIO NATIONAL INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

CONSTELLATION INVESTMENTS, INC.

AUM

$11.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONSTELLATION INVESTMENTS, INC. →

Services

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS

Regulatory

SEC/IARD CRD# 6306070

Firm CRD# 107528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul James Gerard offer?

Paul James Gerard specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.

What are Paul James Gerard's credentials?

Paul James Gerard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul James Gerard located?

Paul James Gerard is based in MONTGOMERY, Ohio, working with OHIO NATIONAL INVESTMENTS INC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.

How does Paul James Gerard charge for services?

Paul James Gerard's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OHIO NATIONAL INVESTMENTS INC?

OHIO NATIONAL INVESTMENTS INC has approximately 21 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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