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BRETT MICHAEL GERSACK
CRD#: 4079967
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Investment Adviser
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Previous Broker
HALBERT HARGROVECRD#: 105515 10900 NE 8th STREET
SUITE 1640
BELLEVUE, WA 98004
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2000 (<1 year)2 FIRMS2013 - 2015 (2 years)IAHALBERT HARGROVE (CRD# 105515)2015 - Present (9 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2006 - 2013 (6 years)BWM FINANCIAL SERVICES, INC. (CRD# 599)2001 - 2006 (4 years)BSCOTTRADE, INC. (CRD# 8206)2000 - 2001 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2007 - 2013 (6 years)
License(s)

State Registrations

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Texas 5/7/2024

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Washington 5/26/2015

Current Registration(s)
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HALBERT HARGROVE (CRD#:105515)
10900 NE 8th STREET SUITE 1640, BELLEVUE, WA 98004
Registered with this firm since 5/26/2015

Previous Registration(s)
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04/09/2013 - 05/18/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) LYNNWOOD, WA
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04/09/2013 - 05/18/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) LYNNWOOD, WA
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01/17/2007 - 03/13/2013 STRATEGIC ADVISERS, INC. (CRD#:104555) BELLEVUE, WA
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05/10/2006 - 03/12/2013 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) BELLEVUE, WA
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12/05/2001 - 04/03/2006 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
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02/17/2000 - 12/14/2001 SCOTTRADE, INC. (CRD#:8206) ST. LOUIS, MO
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01/17/2000 - 02/16/2000 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
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01/17/2000 - 02/16/2000 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.