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Gavin T. Gleason

THE GLEASON GROUP, INC.·PROSPECT, Kentucky
Clean recordTHE GLEASON GROUP, INC.
9418 NORTON COMMONS BOULEVARD, PROSPECT, KY 40059CRD# 4464641Firm CRD# 175104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gavin T. Gleason · PROSPECT, KY
Registration
CRD #4464641 · THE GLEASON GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gavin T. Gleason is a registered financial advisor based in PROSPECT, Kentucky, affiliated with THE GLEASON GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE GLEASON GROUP, INC.
THE GLEASON GROUP, INC.
AUM
$785M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THE GLEASON GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4464641
Firm CRD# 175104
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gavin T. Gleason offer?
Gavin T. Gleason specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROSPECT, Kentucky for a consultation.
What are Gavin T. Gleason's credentials?
Gavin T. Gleason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gavin T. Gleason located?
Gavin T. Gleason is based in PROSPECT, Kentucky, working with THE GLEASON GROUP, INC.. Their office serves clients in the PROSPECT metropolitan area and surrounding communities.
How does Gavin T. Gleason charge for services?
Gavin T. Gleason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GLEASON GROUP, INC.?
THE GLEASON GROUP, INC. has approximately 9 employees and manages $785M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrea Nicole Gleason
PROSPECT, KY

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Nearby cities in Kentucky
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City Guides
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Research
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