David Michael Gerasin
Investment adviser representative at Steele Street Capital LLC
14 yearsExperience
2 statesRegistered in
$140.5MFirm assets
2 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
Experience
14 years in the industry.
- Steele Street Capital LLCSep 2024 to now
- Wells Fargo Advisors Financial Network, LLCJun 2012 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Steele Street Capital LLC
$140.5MAssets managed
101Clients
2Advisers
2 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
- 4775582
- Firm CRD
- 331520