RG
Richard Gerard Gerczak
CRD 2489405
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Ballast Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ballast Advisors, Llc
Principal, Wealth Advisor, & Chief Compliance Officer · Less than 5% · Feb 2024
-
Ballast Advisors, Llc
Principal And Chief Compliance Officer · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗