Unclaimed Profile

Michael John Gorman

CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC·LAFAYETTE, California

Series 65Clean record11 years registeredCREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

985 MORAGA ROAD, LAFAYETTE, CA 94549CRD# 3214651Firm CRD# 125401

Profile Verification

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

Identity

Michael John Gorman · LAFAYETTE, CA

Registration

CRD #3214651 · CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

CREEKSIDE PARTNERS

Jan 2015 – Apr 2022

PETALUMA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 6, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

CRD 125401 · SEC 801-68879

AUM

$466M

Regulatory assets under management

Employees

796 client accounts

Services offered by CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Gorman offer?

Michael John Gorman specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael John Gorman's credentials?

Michael John Gorman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Gorman located?

Michael John Gorman is based in LAFAYETTE, California, last registered with CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC.

How does Michael John Gorman charge for services?

Michael John Gorman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC?

CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC has approximately 2 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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