Gerson Ossers
Shufro, Rose & · New York, New York
Gerson Ossers is a fee-only financial advisor at Shufro, Rose & in New York, New York, who holds the CFP credential. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, NJ, NY · CRD 6118195 |
| Exams passed | Series 66 (2013) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Gerson's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Gerson
Is Gerson Ossers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerson holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerson charge for financial advice?
Gerson's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gerson Ossers based?
Gerson Ossers is based in New York, New York.
What credentials does Gerson Ossers hold?
Gerson Ossers holds the CFP credential.
Is Gerson Ossers registered with the SEC?
Yes. Gerson Ossers is registered as an investment adviser representative in CA, CT, NJ and NY (CRD 6118195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Gerson Ossers?
Through Gerson's website, www.shufrorose.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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