Unclaimed Profile

Thomas Daniel Gerhardt

PETTYJOHN CO·LYNCHBURG, Virginia

Series 65Clean record27 years registeredPETTYJOHN CO

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 3140220Firm CRD# 106403

Profile Verification

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

Identity

Thomas Daniel Gerhardt · LYNCHBURG, VA

Registration

CRD #3140220 · PETTYJOHN CO · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETTYJOHN CO

PETTYJOHN, WOOD & WHITE, INC.

Nov 1998 – Dec 2023

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 25, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

CRD 106403 · SEC 801-13803

AUM

$734M

Regulatory assets under management

Employees

970 client accounts

Services offered by PETTYJOHN, WOOD & WHITE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Daniel Gerhardt offer?

Thomas Daniel Gerhardt specializes in Financial Planning, Investment Management.

What are Thomas Daniel Gerhardt's credentials?

Thomas Daniel Gerhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Daniel Gerhardt located?

Thomas Daniel Gerhardt is based in LYNCHBURG, Virginia, last registered with PETTYJOHN CO.

How does Thomas Daniel Gerhardt charge for services?

Thomas Daniel Gerhardt's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTYJOHN CO?

PETTYJOHN CO has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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