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David Thomas Gerdt

VAN DER NOORD FINANCIAL ADVISORS, INC.·GREER, South Carolina
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THE VILLAGE AT THORNBLADE, GREER, SC 29650CRD# 5927975Firm CRD# 135556
01

About

David Thomas Gerdt is a registered financial advisor based in GREER, South Carolina, affiliated with VAN DER NOORD FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
VAN DER NOORD FINANCIAL ADVISORS, INC.
VAN DER NOORD FINANCIAL ADVISORS, INC.
AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VAN DER NOORD FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5927975
Firm CRD# 135556
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Thomas Gerdt offer?
David Thomas Gerdt specializes in Financial Planning, Investment Management. Contact their office in GREER, South Carolina for a consultation.
What are David Thomas Gerdt's credentials?
David Thomas Gerdt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Gerdt located?
David Thomas Gerdt is based in GREER, South Carolina, working with VAN DER NOORD FINANCIAL ADVISORS, INC.. Their office serves clients in the GREER metropolitan area and surrounding communities.
How does David Thomas Gerdt charge for services?
David Thomas Gerdt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN DER NOORD FINANCIAL ADVISORS, INC.?
VAN DER NOORD FINANCIAL ADVISORS, INC. has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREER
Richard Vandernoord — VAN DER NOORD FINANCIAL ADVISORS, INC.
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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