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Gerard Reilly Erhardt

McMg Capital Advisors, Inc.

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About Gerard Reilly Erhardt

Gerard Reilly Erhardt is a Baltimore-based financial professional with McMg Capital Advisors, Inc. Gerard is a registered representative and has passed the Series 79TO, SIE, and Series 63 exams. Gerard has been in the financial industry since 2022.

Firm Information

Gerard Erhardt is currently registered with McMg Capital Advisors, Inc.. McMg Capital Advisors, Inc. is a Corporation formed in December 1999 and is registered in Arizona, Georgia, Maryland, Michigan, New York, North Carolina, Ohio, Puerto Rico, and Virginia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 Erhardt’s Registration & Firm History

MD

11/18/2022 - Present

McMg Capital Advisors, Inc. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 03/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard Reilly Erhardt.
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