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Thomas Louis Gerlacher

Dinan Capital Advisors

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About Thomas Louis Gerlacher

Thomas Gerlacher is a financial professional with over 20 years of experience in the industry. He is currently registered with Dinan Capital Advisors in Atlanta, Georgia. Thomas has a wide range of experience in the financial services industry, including investment banking and wealth management. He holds several industry licenses, including Series 7, 24, 63, and SIE. Thomas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Thomas Gerlacher is currently registered with Dinan Capital Advisors. Dinan Capital Advisors is a Limited Liability Company formed on February 16, 2011. The firm is registered in Arizona, California, Georgia, Illinois, and Tennessee and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

25

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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Thomas Gerlacher’s Registration & Firm History

GA

01/10/2018 - Present

Dinan Capital Advisors (Atlanta GA)

NC

12/02/2017 - 10/09/2018

CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)

GA

04/02/2009 - 06/09/2016

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

IL

04/29/2005 - 02/11/2009

BMO CAPITAL MARKETS CORP. (CHICAGO IL)

NY

07/25/1997 - 04/12/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Louis Gerlacher.
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