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Parker Clemans

Advisor at Gerhardt Clemans Wealth Management, Inc.

Updated today

Location

Thendara, NY 13472

Credentials

Series 65

Industry experience

4 years

About

Parker Clemans is a financial advisor at Gerhardt Clemans Wealth Management, Inc. with 4 years of industry experience and a Series 65 designation. He is also president of AdironTax, LLC, an accounting firm, and holds leadership roles in property development and management companies. Gerhardt Clemans Wealth Management provides ongoing portfolio management and integrated financial planning primarily for individual clients, employing a combination of analytical approaches and a range of trading strategies. The firm emphasizes customized Investment Policy Statements and conducts regular portfolio reviews based on client goals and risk tolerance.

Client services

Based on Gerhardt Clemans Wealth Management, Inc.

Financial planning Portfolio management

Expertise

Based on Gerhardt Clemans Wealth Management, Inc.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Fee options

Percentage

2.00% annually

Location

141 Forge St.

Thendara, NY 13472

Most active in

New York

Work history

P&E Property Development, Inc.

2019 - Present (7 years)

A&P Property Management Group, Inc.

2017 - Present (9 years)

Adirontax, LLC

2016 - Present (10 years)

Gerhardt Clemans Wealth Management, Inc.

2015 - Present (11 years)

Gerhardt Clemans Wealth Management, Inc.

2015 - Present (11 years)

College Student

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephen K

Series 63, Series 65

Eagle Bay, NY

IAM Advisory LLC

Stephen Kronick is a financial advisor at IAM Advisory LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. He has been with IAM Advisory since 2020. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, utilizing low-cost mutual funds, ETFs, and individual securities selected through statistical analysis and qualitative review.

Wealth management General retirement planning
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Bart M

CFP®, Series 63, Series 65

Old Forge, NY

Wells Fargo Clearing

Bart Martinez is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages a thoroughbred horse breeding, training, and racing business in San Diego. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Retired Founder/Business Owner
Warmer team member

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