DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E••••• G•••••••

C•••••••• G••••• M•••••• I•••BD affiliatedFreehold, Nj dual registrantIAPD 4797727

Certified Financial Planner

Feed of 09/14/2026

Also filed as Eugene Gersman

At current firm

3 y

since Oct 26, 2022

In the industry

14 y

since Jul 31, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• G••••• M•••••• I••• BD affiliated current
since Oct 26, 2022 · New York, Ny
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Mar 1, 2021 to Jan 26, 2022 · Princeton, Nj
A••••• A•• P••••••• S••••••• BD affiliated
Aug 10, 2015 to Nov 13, 2020 · New York, Ny
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 1, 2012 to Aug 4, 2015 · Forest Hills, Ny
T• A••••••••• I••• former
Aug 1, 2012 to Aug 4, 2015 · Forest Hills, Ny

Moves

a registration end followed by a registration begin elsewhere

N••••••••• M••••• I••••••••• S••••••••• to C•••••••• G••••• M•••••• I•••
left Jan 26, 2022, registered Oct 26, 2022 (273 days) · Other
A••••• A•• P••••••• S••••••• to N••••••••• M••••• I••••••••• S•••••••••
left Nov 13, 2020, registered Mar 1, 2021 (108 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to A••••• A•• P••••••• S•••••••
left Aug 4, 2015, registered Aug 10, 2015 (6 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Aug 4, 2015, registered Aug 1, 2012 (-1098 days) · channel change inside one enterprise, not a move

Signals

E••••• G••••••• left N••••••••• M••••• I••••••••• S••••••••• for C•••••••• G••••• M•••••• I••• (registered 2022-10-26)
Jan 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address