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Susan Katz Gervais

GERVAIS CAPITAL MANAGEMENT, LLC·WILSON, Wyoming
Clean recordGERVAIS CAPITAL MANAGEMENT, LLC
4010 N LAKE CREEK DRIVE, WILSON, WY 83014CRD# 7077623Firm CRD# 299347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Katz Gervais · WILSON, WY
Registration
CRD #7077623 · GERVAIS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Katz Gervais is a registered financial advisor based in WILSON, Wyoming, affiliated with GERVAIS CAPITAL MANAGEMENT, LLC. 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
Introduction

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03

Firm Overview

Firm
GERVAIS CAPITAL MANAGEMENT, LLC
GERVAIS CAPITAL MANAGEMENT, LLC
AUM
$116M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GERVAIS CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7077623
Firm CRD# 299347
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Katz Gervais offer?
Susan Katz Gervais specializes in Financial Planning, Investment Management. Contact their office in WILSON, Wyoming for a consultation.
What are Susan Katz Gervais's credentials?
Susan Katz Gervais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Katz Gervais located?
Susan Katz 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 Susan Katz Gervais charge for services?
Susan Katz 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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Other Advisors at GERVAIS CAPITAL MANAGEMENT, LLC

Donald George Gervais
WILSON, WY

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