linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brennen T Gerhart

Atcap Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brennen? Claim Your Profile

About Brennen T Gerhart

Brennen Gerhart is a financial advisor at Atcap Partners, LLC. Brennen has been in the industry since 2012. Brennen has a Series 63, 66, and 7 license. Brennen is also a Certified Financial Planner. Atcap Partners, LLC provides financial planning, portfolio management, and educational seminars to individuals and businesses.

Firm Information

Brennen Gerhart is currently registered with Atcap Partners, LLC. Atcap Partners, LLC is a Rockville, MD-based registered investment advisor with 23 registered representatives and 20 investment advisory professionals. The firm manages approximately $84.2 million in discretionary assets for 288 accounts. Atcap Partners, LLC provides financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors. The firm primarily serves high net worth individuals and individuals other than high net worth individuals, managing $42.6 million and $41.7 million in assets for these client types, respectively. Atcap Partners, LLC participates in wrap fee programs.
Atcap Partners, LLC

1445 RESEARCH BOULEVARD

ROCKVILLE, MD 20850

$84.25M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Wrap fee based on percentage of assets under management

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brennen Gerhart’s Registration & Firm History

NJ

07/29/2022 - Present

Atcap Partners, LLC (Cedar Grove NJ)

NJ

10/15/2021 - 07/25/2022

MORGAN STANLEY (Morristown NJ)

NJ

07/02/2013 - 10/19/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)

NJ

02/03/2012 - 03/25/2013

NATIONAL SECURITIES CORPORATION (ISELIN NJ)

Not sure if Brennen T Gerhart is right for you?

Licenses & Designations

BOTH

Issued 07/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brennen T Gerhart.
Not sure if Brennen T Gerhart is right for you?