Unclaimed Profile

David Michael Gatti

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

SIE, Series 7, Series 31, Series 63, Series 6514 years registeredRPG FAMILY WEALTH ADVISORY, LLC

25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 2415422Firm CRD# 158528

Profile Verification

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

Identity

David Michael Gatti · BURLINGTON, MA

Registration

CRD #2415422 · RPG FAMILY WEALTH ADVISORY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

RISK PARADIGM GROUP, LLC

Feb 2017 – present

RPG FAMILY WEALTH ADVISORY, LLC

Oct 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · October 5, 2011

Years registered · 14

Disclosure History

2013Customer Dispute·Denied

2012Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD 158528 · SEC 801-72631

AUM

$492M

Regulatory assets under management

Employees

533 client accounts

Services offered by RPG FAMILY WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →

Introduction

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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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