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Gerard Losurdo

Ingalls & Snyder, LLC

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About Gerard Losurdo

Gerard Losurdo is a financial professional with over 30 years of experience in the industry. Gerard is currently registered with Ingalls & Snyder, LLC, a firm that has a long history of providing investment advice to a wide range of clients. Gerard is licensed in New Jersey and New York. Gerard has a broad range of experience, having worked with firms such as Muriel Siebert & Co., Inc., TD Prime Services LLC and Genesis Securities, LLC. Gerard has held both Series 7 and Series 63 licenses for many years, and more recently passed the SIE and Series 99TO exams.

Firm Information

Gerard Losurdo is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

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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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gerard Losurdo’s Registration & Firm History

NY

09/26/2023 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

NY

11/16/2020 - 07/12/2023

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NY

01/03/2011 - 11/09/2020

TD PRIME SERVICES LLC (NEW YORK NY)

NY

06/23/2009 - 01/07/2011

GENESIS SECURITIES, LLC (NEW YORK NY)

NY

11/30/1998 - 03/03/2008

SWISS AMERICAN SECURITIES INC. (NEW YORK NY)

NY

11/10/1997 - 10/23/1998

THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)

NY

04/18/1989 - 11/10/1997

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gerard Losurdo.
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