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Paladin Research Report For:

Gerard Gruber

Harbor West Wealth Management & Planning

CDFA®CFP®
830 Post Road East Suite 102
Westport, CT 06880
203-454-3377

About Gerard Gruber

Gerard Gruber joined Harbor West (formerly Hayden Wealth Management) in 1997 as the Chief Investment Officer. Gerard has held management positions in a variety of disciplines, including operations, technology and finance. Prior to joining Harbor West, Gerard was an Assistant V.P. at Sims Mortgage Funding. Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Rep and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA). Gerard is married with one child and lives in Trumbull.

See Disclosures

General Information

CRD#
  • 4469120
Firm CRD#
  • 120894

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CDFA®
Insurance and Annuity Licenses
  • Variable Life, Disability, Long Term Care, Life, Health, Annuity, Accident

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892263/paladinregistry-Harbor-West-Wealth-Management-&-Planning-detailed-disclosure.html

Disclaimer

Securities and Advisory services offered through Geneos Wealth Management, Inc Member FINRA/SIPC.