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Jeffrey Robert Gates

BERNZOTT CAPITAL ADVISORS·BOSTON, Massachusetts
Unclaimed Profile
55 SEAPORT BLVD, BOSTON, MA 02210CRD# 4068275Firm CRD# 104583
01

About

Jeffrey Robert Gates is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BERNZOTT CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BERNZOTT CAPITAL ADVISORS →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4068275
Firm CRD# 104583
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Robert Gates offer?
Jeffrey Robert Gates specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jeffrey Robert Gates's credentials?
Jeffrey Robert Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Gates located?
Jeffrey Robert Gates is based in BOSTON, Massachusetts, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jeffrey Robert Gates charge for services?
Jeffrey Robert Gates'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 BERNZOTT CAPITAL ADVISORS?
BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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