Cetera Investment Advisers
41yrs
Top advisor by experience in Hamilton
20yrs
Gerard Trapp
Financial advisor at Osaic Wealth
Gerard Trapp has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Hamilton, New Jersey. After 15 years at American Portfolios Advisors and three years at UBS Financial Services, Gerard joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 57 advisors with offices in Hamilton, and one of 55 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office1 Nami Lane Suite 10a, Hamilton, NJ 08619
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2009 – 2024American Portfolios Advisors, Inc.Previously
- 2006 – 2009UBS Financial Services Inc.Previously
Contact Gerard
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Gerard. 1 Nami Lane Suite 10aHamilton, NJ 08619Office · Get directions
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Questions to ask Gerard
Tailored to Gerard’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gerard
How do I contact Gerard?
Call Osaic Wealth at (800) 821-5100 and ask for Gerard Trapp. Gerard works from the Hamilton, NJ office.
How long has Gerard been a financial advisor?
Gerard has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Gerard hold?
Series 66. Tap any license on this page to see what it allows.
Is Gerard a fiduciary?
Gerard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerard paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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