Investment adviser representative · Sa Financial Solutions, LLC
Gerhardt G. Hartman
CRD 1536527 · San Antonio, TX
At a glance
Gerhardt G. Hartman is an investment adviser representative with Sa Financial Solutions, LLC in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gerhardt’s SEC record dates to 1992, about 34 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Sa Financial Solutions, LLCSince October 2011San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1992 (34 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Gerhardt’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.