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Donald George Gervais

GERVAIS CAPITAL MANAGEMENT, LLC·WILSON, Wyoming
SIE, Series 3, Series 7, Series 24, Series 63CFAClean record7 years registeredGERVAIS CAPITAL MANAGEMENT, LLC
4010 N LAKE CREEK DRIVE, WILSON, WY 83014CRD# 2870806Firm CRD# 299347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald George Gervais · WILSON, WY
Registration
CRD #2870806 · GERVAIS CAPITAL MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

GERVAIS CAPITAL MANAGEMENT, LLC
Nov 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
Registration record
First registered · November 30, 2018
Years registered · 7
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GERVAIS CAPITAL MANAGEMENT, LLC
CRD 299347 · SEC 801-130485
AUM
$116M
Regulatory assets under management
Employees
1
37 client accounts
Services offered by GERVAIS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GERVAIS CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Donald George Gervais offer?
Donald George Gervais specializes in Financial Planning, Investment Management. Contact their office in WILSON, Wyoming for a consultation.
What are Donald George Gervais's credentials?
Donald George Gervais holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Donald George Gervais located?
Donald George Gervais is based in WILSON, Wyoming, working with GERVAIS CAPITAL MANAGEMENT, LLC. Their office serves clients in the WILSON metropolitan area and surrounding communities.
How does Donald George Gervais charge for services?
Donald George Gervais'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 GERVAIS CAPITAL MANAGEMENT, LLC?
GERVAIS CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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