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Thomas Henry Gerson

Investment adviser representative at Blair Hall Advisors, LLC
12 yearsExperience
3 statesRegistered in
$138.8MFirm assets
1 yearFirm 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Blair Hall Advisors, LLCFeb 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 3 states (NY, TX, WA).

Blair Hall Advisors, LLC

$138.8MAssets managed
48Clients
2Advisers
1 yearIn 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
5695323
Firm CRD
170114
Advisor's SEC record (opens in a new tab)
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