Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Conner Gerard

Capella Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Conner Gerard

Matthew Gerard is a limited representative with Capella Securities LLC, focused on the private securities offerings space. Matthew began his career in the financial services industry on August 28, 2023, and passed the Series 82TO (Limited Representative-Private Securities Offerings) and SIE (Securities Industry Essentials Examination) exams.

Firm Information

Matthew Gerard is currently registered with Capella Securities LLC. Capella Securities LLC is a Limited Liability Company formed on October 31, 2014. It is registered in 20 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Gerard’s Registration & Firm History

NY

09/26/2023 - Present

Capella Securities LLC (New York NY)

Not sure if Matthew Conner Gerard is right for you?

Licenses & Designations

BC

Issued 09/26/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 08/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Conner Gerard.
Not sure if Matthew Conner Gerard is right for you?