Stuart A Gertman
Investment adviser representative at Oneseven
4 yearsExperience
3 statesRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
4 years in the industry.
- OnesevenJul 2016 to now
- International Assets Advisory, LLCJul 2019 to Dec 2020
- Purshe Kaplan Sterling Investments, Inc.Jul 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (OH, SC, TX).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1667496
- Firm CRD
- 283087