Claim Profile
LG

Lon Jeffrey Gerber

COLUMBUS MACRO, LLC·NESHANNOCK, Pennsylvania
Unclaimed Profile
103 NESBITT ROAD, NESHANNOCK, PA 16105CRD# 5337174Firm CRD# 286374
01

About

Lon Jeffrey Gerber is a registered financial advisor based in NESHANNOCK, Pennsylvania, affiliated with COLUMBUS MACRO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLUMBUS MACRO, LLC
COLUMBUS MACRO, LLC
AUM
$277M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5337174
Firm CRD# 286374
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NESHANNOCK?

Browse all registered financial advisors in NESHANNOCK, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lon Jeffrey Gerber offer?
Lon Jeffrey Gerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NESHANNOCK, Pennsylvania for a consultation.
What are Lon Jeffrey Gerber's credentials?
Lon Jeffrey Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lon Jeffrey Gerber located?
Lon Jeffrey Gerber is based in NESHANNOCK, Pennsylvania, working with COLUMBUS MACRO, LLC. Their office serves clients in the NESHANNOCK metropolitan area and surrounding communities.
How does Lon Jeffrey Gerber charge for services?
Lon Jeffrey Gerber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBUS MACRO, LLC?
COLUMBUS MACRO, LLC has approximately 7 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty