Gerry Guertin

Investment Committee Member at Roffman Miller Associates, Inc.

Finance

Consumer Services

Profile

Mr. Gerard G.
Guertin is an Investment Manager & Investment Committee Member at Roffman Miller Associates, Inc. He joined Roffman Miller in August 2016 and has extensive experience within the financial services industry.
Mr. Guertin held positions in operations and management throughout his career.
In the last 11 years he has been a Financial Consultant with Citigroup Smith Barney, working with institutional clients, and most recently with Charles Schwab as an Associate Financial Consultant meeting with individual clients and families.
Mr. Guertin received his undergraduate degree from St. Joseph's University.

Gerry Guertin active positions

Companies	Position	Start
Roffman Miller Associates, Inc. Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.	Investment Committee Member	01/08/2016

All active positions of Gerry Guertin

Former positions of Gerry Guertin

Companies	Position	End
Charles Schwab & Co., Inc. (Broker) Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services	Corporate Officer/Principal	01/06/2016

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Training of Gerry Guertin

St. Joseph's University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Roffman Miller Associates, Inc. Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.	Finance
Charles Schwab & Co., Inc. (Broker) Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services	Finance