Unclaimed Profile

David Michael Gatti

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

Clean recordRPG 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with David

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

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

Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

AUM

$492M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2415422

Firm CRD# 158528

View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

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

Browse BURLINGTON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →