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Parker C
Series 65
Thendara, NY
Gerhardt Clemans Wealth Management, Inc.
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.
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.
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.
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Advisors near 13472
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