Gerard Clunan has been an investment adviser representative at Hershey Financial Advisers since June 2009, and is not listed among the firm’s executive officers or direct owners.
Hershey Financial Advisers, LLC is a Lancaster, PA firm with $152M under management, 507 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Gerard Clunan’s longest registration is the current one, 17 years at Hershey Financial Advisers since 2009. Before joining Hershey Financial Advisers in 2009, Gerard Clunan was registered through Northeast Financial Group, Inc.
- – present · 17 yearsLancaster, PA · Adviser representative · Firm CRD 149907
- Northeast Financial Group, Inc.– · 3 yearsTannersville, PA · Adviser representative · Firm CRD 122609
Investment adviser representative registrations
Gerard Clunan is registered as an investment adviser representative in 4 states. The first approvals date from June 2009; the most recent is North Carolina, in February 2014.
- FloridaSince 11 March 2013
- North CarolinaSince 6 February 2014
- PennsylvaniaSince 15 June 2009
- TexasSince 1 September 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 September 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 December 1998 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gerard Francis Clunan
- CRD
- 3154428
- Firm
- Hershey Financial Advisers · CRD 149907
- Office
- 120 NORTH POINTE BLVD, SUITE 300, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Gerard Clunan work?
Gerard Clunan is an investment adviser representative registered through Hershey Financial Advisers, LLC since June 2009, and is not listed among the firm’s executive officers or direct owners.
Is Gerard Clunan a financial advisor?
Yes. Gerard Clunan has a current investment-adviser registration in Florida, North Carolina, Pennsylvania and Texas, through Hershey Financial Advisers since June 2009.
How many years of experience does Gerard Clunan have?
Gerard Clunan has 27 years in the financial industry, since April 1999, across 2 adviser firms.
What exams has Gerard Clunan passed?
Gerard Clunan has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 26 and Series 99TO. The earliest, the Series 6, was passed in December 1998. FINRA credited Gerard Clunan with the SIE, which began in October 2018.
Where did Gerard Clunan work before Hershey Financial Advisers?
Before Hershey Financial Advisers, Gerard Clunan was registered through Northeast Financial Group, Inc., January 2006 to May 2009.
Where is Gerard Clunan based?
Gerard Clunan’s registered office is in Lancaster, PA.
Is Gerard Clunan registered with FINRA?
No. Gerard Clunan has no current broker registration.
How can I verify Gerard Clunan’s record?
Search CRD 3154428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerard Clunan’s full registration record.
