Shareholder · Van DER Noord Financial Advisors, Inc.
David T. Gerdt
CRD 5927975 · Named on Form ADV at one SEC-registered adviser
At a glance
Van DER Noord Financial Advisors, Inc., an SEC-registered wealth manager based in Greer, SC with $152 million in regulatory assets, lists David T. Gerdt on its Form ADV as Shareholder.
Firms and roles
- Van DER Noord Financial Advisors, Inc.ShareholderWealth manager · Greer, SC · $152M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings
- Richard VandernoordPresident, Owner, CCO (08/2005), Van DER Noord Financial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.