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Gerard James Polizzi

WEST TOWER GROUP, LLC·RICHMOND, Virginia
SIE, Series 3, Series 4, Series 7, Series 24, Series 63Clean recordWEST TOWER GROUP, LLC
1021 EAST CARY STREET, RICHMOND, VA 23219CRD# 2451356Firm CRD# 323520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerard James Polizzi · RICHMOND, VA
Registration
CRD #2451356 · WEST TOWER GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEST TOWER GROUP, LLC
CRD 323520 · SEC 801-126893
AUM
$384M
Regulatory assets under management
Employees
9
10 client accounts
Services offered by WEST TOWER GROUP, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WEST TOWER GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Gerard James Polizzi offer?
Gerard James Polizzi specializes in Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.
What are Gerard James Polizzi's credentials?
Gerard James Polizzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard James Polizzi located?
Gerard James Polizzi is based in RICHMOND, Virginia, working with WEST TOWER GROUP, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Gerard James Polizzi charge for services?
Gerard James Polizzi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST TOWER GROUP, LLC?
WEST TOWER GROUP, LLC has approximately 9 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles Hubert Gatling Honey
RICHMOND, VA
Frederick Edmund Doucette
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Research
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