AdvisorOS Directory
Claim Profile
Unclaimed Profile
JG

Jeffrey Robert Gates

BERNZOTT CAPITAL ADVISORS·BOSTON, Massachusetts
SIE, Series 6, Series 26, Series 63Clean recordBERNZOTT CAPITAL ADVISORS
55 SEAPORT BLVD, BOSTON, MA 02210CRD# 4068275Firm CRD# 104583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Robert Gates · BOSTON, MA
Registration
CRD #4068275 · BERNZOTT CAPITAL ADVISORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BERNZOTT CAPITAL ADVISORS
CRD 104583 · SEC 801-56940
AUM
$311M
Regulatory assets under management
Employees
4
375 client accounts
Services offered by BERNZOTT CAPITAL ADVISORS
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at BERNZOTT CAPITAL ADVISORS →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BERNZOTT CAPITAL ADVISORS

Kevin Bernzott
CAMARILLO, CA
Sean Michael Greely
BOSTON, MA
Mark Alexander Scott
CAMARILLO, CA
Patrick Storm Steele
CAMARILLO, CA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile