George Gerner has been an investment adviser representative at TRG Capital Management since January 2013, and is not listed among the firm’s executive officers or direct owners. George Gerner holds a Master's degree in Computer Science from Binghamton University.
TRG Capital Management Incorporated is a Raleigh, NC firm with $118M under management, 131 clients and 4 advisers across 3 offices, as of its August 2026 filing.
George J. Gerner, Jr. is an Investment Advisor Representative of TRG Capital Management Inc. He joined the team after a business career, serving as Director of Marketing and Investor Relations for the firm, and now works with clients along the eastern seaboard, from Florida to New York. He previously worked as a Program Manager at IBM and Lockheed Martin.
Investment adviser representative registrations
George Gerner is registered as an investment adviser representative in 3 states. The first approvals date from January 2013; the most recent is New York, in August 2021.
- FloridaSince 30 June 2020
- New YorkSince 19 August 2021
- North CarolinaSince 31 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- George John Gerner
- CRD
- 6125604
- Firm
- TRG Capital Management · CRD 146674
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trgcap.com
Where does George Gerner work?
George Gerner is an investment adviser representative registered through TRG Capital Management Incorporated since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is George Gerner a financial advisor?
Yes. George Gerner has a current investment-adviser registration in Florida, New York and North Carolina, through TRG Capital Management since January 2013.
How many years of experience does George Gerner have?
George Gerner has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has George Gerner passed?
George Gerner passed the Series 65 in November 2012.
Is George Gerner registered with FINRA?
No. George Gerner has no current broker registration.
How can I verify George Gerner’s record?
Search CRD 6125604 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Gerner’s full registration record.
