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David Michael Gatti

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts
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25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 2415422Firm CRD# 158528
01

About

David Michael Gatti is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with RPG FAMILY WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RPG FAMILY WEALTH ADVISORY, LLC
RPG FAMILY WEALTH ADVISORY, LLC
AUM
$492M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2415422
Firm CRD# 158528
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Gatti offer?
David Michael Gatti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are David Michael Gatti's credentials?
David Michael Gatti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Gatti located?
David Michael Gatti is based in BURLINGTON, Massachusetts, working with RPG FAMILY WEALTH ADVISORY, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does David Michael Gatti charge for services?
David Michael Gatti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RPG FAMILY WEALTH ADVISORY, LLC?
RPG FAMILY WEALTH ADVISORY, LLC has approximately 24 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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