Paul Gerard has been Chairman of Princeton Global Asset Management since January 2008, is a control person of the firm and directly owns between 5% and 10% of it. Paul Gerard holds an MBA from New York University Stern School of Business and a BS from the University of California at Berkeley.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Paul Gerard is Managing Partner & Chairman of Princeton Global. He describes his role as a founder and chairman as thinking long term for the firm, and he works as a portfolio manager with clients, many of whom he has known for decades. He was previously a Portfolio Manager at BlackRock.
Paul Gerard’s longest registration is the current one, 18 years at Princeton Global Asset Management since 2008. Before joining Princeton Global Asset Management in 2008, Paul Gerard was registered through BlackRock Investment Management LLC and Merrill Lynch Investment Managers LP.
- – present · 18 yearsPrinceton, NJ · Adviser representative · Firm CRD 146644
- BlackRock Investment Management LLC– · under a yearPlainsboro, NJ · Adviser representative · Firm CRD 108928
- Merrill Lynch Investment Managers LP– · 14 yearsPrinceton, NJ · Adviser representative · Firm CRD 105068
Professional designations
Listed by Princeton Global Asset Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Paul Gerard is registered as an investment adviser representative in Texas, since April 2009.
- TexasSince 16 April 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 1988 |
| Series 7 | General Securities Representative Examination | 19 December 1987 |
| Series 1 | Registered Representative Examination | 29 January 1976 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Paul Jeffrey Gerard
- CRD
- 818050
- Firm
- Princeton Global Asset Management · CRD 146644
- Role
- Chairman
- Office
- 17 HULFISH STREET, SUITE 240, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- January 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Paul Gerard work?
Paul Gerard has been Chairman of Princeton Global Asset Management LLC since January 2008, and is a control person of the firm.
Is Paul Gerard a financial advisor?
Yes. Paul Gerard has a current investment-adviser registration in Texas, through Princeton Global Asset Management since May 2008.
How many years of experience does Paul Gerard have?
Paul Gerard has 33 years in the financial industry, since January 1993, across 3 adviser firms.
What exams has Paul Gerard passed?
Paul Gerard has passed 4 licensing exams: the Series 1, Series 7, Series 63 and Series 65. The earliest, the Series 1, was passed in January 1976.
Where did Paul Gerard work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Paul Gerard was registered through BlackRock Investment Management LLC, September 2006 to May 2007; Merrill Lynch Investment Managers LP, February 1992 to September 2006.
Where is Paul Gerard based?
Paul Gerard’s registered office is in Princeton, NJ.
Is Paul Gerard registered with FINRA?
No. Paul Gerard has no current broker registration.
Is Paul Gerard a CFA charterholder?
Princeton Global Asset Management lists Paul Gerard with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Paul Gerard’s record?
Search CRD 818050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Gerard’s full registration record.
