Gerard Barrasso
Investment adviser representative at United Financial Planning Group LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$347.5MFirm assets
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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
18 years in the industry.
- United Financial Planning Group LLCJan 2008 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
United Financial Planning Group LLC
$347.5MAssets managed
188Clients
4Advisers
8 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
- 5655119
- Firm CRD
- 149843