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Gerard John Benares

CG Compass (usa) LLC

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About Gerard John Benares

Gerard Benares is a financial advisor with over 30 years of experience in the industry. Gerard is currently registered with CG Compass (usa) LLC and holds the Series 7, Series 99, and SIE licenses. Gerard previously worked at LAZARD FRERES & CO. LLC from January 1993 to April 1996. Gerard is currently based in New York, New York and has been registered with the firm since September 2012.

Firm Information

Gerard Benares is currently registered with CG Compass (usa) LLC. CG Compass (usa) LLC is a Limited Liability Company formed in October 2003 and is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

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 Benares’s Registration & Firm History

NY

09/20/2012 - Present

CG Compass (usa) LLC (NEW YORK NY)

NY

01/29/1993 - 04/24/1996

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2012

Series 99 - Operations Professional Examination

BC

Issued 12/01/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard John Benares.
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