Evan Reid Gerber
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Osaic Wealth, Inc.Feb 2026 to now
- Pwc US Tax LLPJun 2023 to Jan 2026
- Baker Tilly US LLPJan 2023 to Apr 2023
- Conneaut School DistrictAug 2020 to Mar 2023
- Shaffer Financial ServicesJun 2020 to Dec 2022
- Thiel CollegeAug 2019 to May 2023
- Shabby's Ice-cream ShackMay 2019 to Sep 2021
- Lakeland Precision ToolJan 2018 to Dec 2019
- Conneaut School DistrictAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7259770
- Firm CRD
- 23131