Unclaimed Profile

Gregory Shawn Gaskin

GASKIN WEALTH MANAGEMENT, LLC·DANVILLE, California

Series 7, Series 31, Series 63, Series 6529 years registeredGASKIN WEALTH MANAGEMENT, LLC

318 DIABLO ROAD, STE. 230, DANVILLE, CA 94526-3443CRD# 2373533Firm CRD# 143536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Shawn Gaskin · DANVILLE, CA

Registration

CRD #2373533 · GASKIN WEALTH MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

GASKIN WEALTH MANAGEMENT

Jan 2017 – present

GASKIN WEALTH MANAGEMENT

Dec 2009 – Dec 2016

DANVILLE, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – Apr 2007

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2001Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GASKIN WEALTH MANAGEMENT, LLC

CRD 143536 · SEC 801-67709

AUM

$45M

Regulatory assets under management

Employees

197 client accounts

Services offered by GASKIN WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GASKIN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Shawn Gaskin offer?

Gregory Shawn Gaskin specializes in Investment Management. Contact their office in DANVILLE, California for a consultation.

What are Gregory Shawn Gaskin's credentials?

Gregory Shawn Gaskin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Shawn Gaskin located?

Gregory Shawn Gaskin is based in DANVILLE, California, working with GASKIN WEALTH MANAGEMENT, LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does Gregory Shawn Gaskin charge for services?

Gregory Shawn Gaskin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GASKIN WEALTH MANAGEMENT, LLC?

GASKIN WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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