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Gerard McNamara

Zeus Financial, LLC

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About Gerard McNamara

Gerard McNamara is a financial advisor with Zeus Financial, LLC in Great Neck, New York. Gerard has been in the industry since March 5, 1999 and has experience with UBS Securities LLC and UBS Financial Services Inc. among others. Gerard is registered to offer securities in New York.

Firm Information

Gerard McNamara is currently registered with Zeus Financial, LLC. Zeus Financial, LLC is a Limited Liability Company formed in 1986. The firm is registered with the SEC and in 29 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

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 McNamara’s Registration & Firm History

NY

08/24/2022 - Present

Zeus Financial, LLC (Great Neck NY)

NY

01/16/2006 - 10/13/2008

UBS SECURITIES LLC (NEW YORK NY)

NJ

03/09/1998 - 01/16/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

03/02/1998 - 05/14/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

06/12/1997 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NA

08/19/1996 - 06/25/1997

ALEX. BROWN & SONS INCORPORATED

NY

04/23/1985 - 08/15/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard McNamara.
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