Broker Check


Eric M. Gerhard

Eric M. Gerhard

Financial Planner | Financial Services Executive | Investment Advisor Representative

(914) 372-2882

(914) 372-2929

Ron A. Pac

Ron A. Pac, CFP®, ChFC®RICP®

Financial Planner | Financial Services Executive | Investment Advisor Representative

(914) 372-2958

(914) 372-2929

John D. Santini

John D. Santini

Financial Planner | Financial Services Executive | Investment Advisor Representative

(914) 372-2966

Cole Conrad

Financial Planner | Financial Services Representative | Investment Advisor Representative

914-372-2987

914-372-2929

Kathleen A. Cassidy

Kathleen A. Cassidy, JD*

Advanced Markets Director

* Registered representatives do not provide tax and/or legal advice. Please consult your tax advisor and/or attorney for such guidance