Chase Gerald has been an investment adviser representative at Dew Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
- Dew Wealth ManagementCurrent– present · under a yearDallas, TX · Adviser representative · Firm CRD 114148
Investment adviser representative registrations
Chase Gerald is registered as an investment adviser representative in Texas, since November 2025.
- TexasSince 17 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 4 October 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 20 September 2022 |
| Series 7TO | General Securities Representative Examination | 26 November 2018 |
| SIE | Securities Industry Essentials Examination | 19 October 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6949629
- Firm
- Dew Wealth Management · CRD 114148
- Office
- Dallas, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Gerald work?
Chase Gerald is an investment adviser representative registered through Dew Wealth Management, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chase Gerald a financial advisor?
Yes. Chase Gerald has a current investment-adviser registration in Texas, through Dew Wealth Management since November 2025.
How many years of experience does Chase Gerald have?
Chase Gerald has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Chase Gerald passed?
Chase Gerald has passed 4 licensing exams: the SIE, Series 7TO, Series 6TO and Series 63. The earliest, the SIE, was passed in October 2018.
Where is Chase Gerald based?
Chase Gerald’s registered office is in Dallas, TX.
Is Chase Gerald registered with FINRA?
No. Chase Gerald has no current broker registration.
How can I verify Chase Gerald’s record?
Search CRD 6949629 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Gerald’s full registration record.
