Ehud N. Gersten

CONCORDE INVESTMENT SERVICES

Ann Arbor, MI 48108

Some features on this profile are disabled

CRD#: 7066119

Professional summary

Ehud Na Gersten, who also goes by Gersten Ehud, Ehud Gersten, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.

Ehud is registered as a RR (Registered Representative) and started their career in finance in 2019. Ehud has worked at 12 firms and has passed the Series 66, Series 63, Series 3, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gersten Ehud | Ehud Gersten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) PERCH WEALTH; INVESTMENT RELATED; 29122 RANCHO VIEJO RD STE 111, SAN JUAN CAPISTRANO, CA 92675; WWW.PERCHWEALTH.COM; DBA; MANAGING PRINCIPAL; COMMISSIONS; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) Concorde Asset Management. Investment Related. Investment Advisor Representative. Start date: August 2025. Ann Arbor, MI 48108. Investment Advisory Business 1-5 hours during non-trading hours. 1-5 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ehud Na Gersten's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 19, 2025 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

CRD#: 151604

Ann Arbor, MI

Past

August 19, 2025 - November 3, 2025

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Cardiff by the Sea, CA

Past

March 10, 2025 - August 7, 2025

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

SAN JUAN CAPISTRANO, CA

Past

March 3, 2025 - August 7, 2025

REALTA EQUITIES, INC.

CRD#: 23769

San Juan Capistrano, CA

Past

July 19, 2023 - March 28, 2025

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

Sunny Isles Beach, FL

Past

July 19, 2023 - March 28, 2025

ARKADIOS CAPITAL

CRD#: 282710

ATLANTA, GA

Past

November 18, 2022 - June 28, 2023

PERCH CAPITAL LLC

RIA

CRD#: 322325

WEST PALM BEACH, FL

Past

March 1, 2021 - July 21, 2023

EMERSON EQUITY LLC

CRD#: 130032

West Palm Beach, FL

Past

July 23, 2020 - February 19, 2021

GROWTH CAPITAL SERVICES, INC.

CRD#: 124658

La Jolla, CA

Past

February 26, 2020 - July 28, 2020

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

La Jolla, CA

Past

August 19, 2019 - February 19, 2020

STAX CAPITAL

CRD#: 300607

SAN DIEGO, CA

Past

March 7, 2019 - August 17, 2019

LIGHTPATH CAPITAL, INC

CRD#: 34617

SOUTHLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/19/2025)

Arizona
(8/19/2025)

California
(8/19/2025)

District of Columbia
(8/19/2025)

Florida
(8/19/2025)

Georgia
(8/19/2025)

Hawaii
(8/19/2025)

Idaho
(8/19/2025)

Illinois
(8/19/2025)

Montana
(8/19/2025)

Nevada
(8/19/2025)

New Jersey
(8/19/2025)

New York
(8/19/2025)

Oregon
(8/19/2025)

Texas
(8/19/2025)

Washington
(8/19/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/12/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/28/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/15/2022

National Commodity Futures Examination

General Industry/Product Exam

Series 7TO

Date: 3/7/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/26/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604 / SEC#: , 8-68388

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Mailing Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Phone number

(248) 428-8008

Established

Michigan since 07/10/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CONCORDE HOLDINGS INC.	OWNER / MANAGING MEMBER
ARNOLD, AMY PERRYMAN	CHIEF DUE DILIGENCE OFFICER	3037672
DELONGCHAMP, DANIELLE LEIGH	PRESIDENT AND CHIEF EXECUTIVE OFFICER	4901901
GAKENHEIMER, JOHN HERBERT	REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL	810171
HOFER, KATHLEEN ANN	FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1087639
LOBERG, NICHOLAS	DIRECTOR OF BROKERAGE OPERATIONS	6778518
MCMURRY, KEITH	CHIEF OPERATIONS OFFICER	5647966
STACEY, JENNIFER LEIGH	CHIEF COMPLIANCE OFFICER	2536581
WOOLSON, NICOLE RENEE	DIRECTOR OF COMPLIANCE	3143232

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL

Anita Cepeda

MORGAN STANLEY

Tampa, FL

Victoria Ricker

DAYMARK WEALTH PARTNERS, LLC

IAR

FORT LAUDERDALE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ehud N. Gersten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ehud Na Gersten's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE ASSET MANAGEMENT, LLC

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

ARKADIOS WEALTH ADVISORS

ARKADIOS CAPITAL

PERCH CAPITAL LLC

EMERSON EQUITY LLC

GROWTH CAPITAL SERVICES, INC.

WEALTHFORGE SECURITIES, LLC

STAX CAPITAL

LIGHTPATH CAPITAL, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2022

Series 63

Date: 1/28/2019

Series 3

Date: 9/15/2022

Series 7TO

Date: 3/7/2019

SIE

Date: 12/26/2018

FINRA

Current Firm

CONCORDE INVESTMENT SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CONCORDE INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors