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Gerard James Crean

David Lerner Associates, Inc.

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About Gerard James Crean

Gerard James Crean is a securities professional with over 30 years of experience in the financial industry. Gerard James Crean is currently registered with David Lerner Associates, Inc. and has been registered with the firm since June 21, 1991. Gerard James Crean has also held a previous registration with FIRST CHOICE SECURITIES CORP. from April 9, 1991 to April 25, 1991. Gerard James Crean holds the Series 7 and Series 63 licenses.

Firm Information

Gerard Crean is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

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.

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Gerard Crean’s Registration & Firm History

NY

06/21/1991 - Present

David Lerner Associates, Inc. (SYOSSET NY)

NA

04/09/1991 - 04/25/1991

FIRST CHOICE SECURITIES CORP.

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Licenses & Designations

BC

Issued 04/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gerard James Crean. Review regulatory record here.
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