Gerald Martin Pepper
Investment adviser representative at National Wealth Management Group, LLC
40 yearsExperience
1 stateRegistered in
$534.9MFirm assets
11 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 fee
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
40 years in the industry.
- National Wealth Management Group, LLCJul 2017 to now
- Alpina Tax and Accounting Services, LLCJan 2017 to now
- LPL Financial, LLCMay 2008 to now
- Gerald M. Pepper & Associates, PaMay 1986 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
National Wealth Management Group, LLC
$534.9MAssets managed
1,314Clients
17Advisers
11 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
- 2571372
- Firm CRD
- 174883