AG
AG

Adel E. Gerges

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
339 advisors
Number of Clients
12,180 clients
Average Client Portfolio
$265K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

407 Main Street, Chatham, NJ, 07928

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hsbc Securities (USA) INC.
July 2023 - Present · 2 yrs 7 mos
Hsbc Securities (USA) INC.Broker
July 2012 - Present · 13 yrs 7 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.