Robert S Gershon
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 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
Experience
10 years in the industry.
- Valic Financial Advisors, Inc.Jun 2026 to now
- UnemployedSep 2025 to May 2026
- Wells Fargo Bank, NAJan 2024 to Sep 2025
- Wells Fargo Clearing Services, LLCJan 2024 to Sep 2025
- UnemployedFeb 2023 to Jan 2024
- JP Morgan Chase Bank, N.A.Jun 2022 to Jan 2023
- JP Morgan Securities, LLCJun 2022 to Jan 2023
- Equity Services, Inc.Jan 2022 to Jul 2022
- Integrated Financial Concepts LLC / National Life GroupDec 2021 to Jun 2022
- Equitable Financial Life Insurance CoDec 2020 to Dec 2021
- Equitable Advisors, LLCJun 2020 to Dec 2021
- AXA Advisors, LLCJun 2020 to Jun 2020
- Pruco Securities LLCMar 2019 to Jun 2020
- Prudential Insurance Company of AmericaMar 2019 to Jun 2020
- New York Life Insurance AgentsOct 2016 to Mar 2019
- Nylife Securities LLCOct 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 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
- 6529048
- Firm CRD
- 42803