Unclaimed Profile

Gary Douglas Pomerantz

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Clean record22 years registeredWINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 4757495Firm CRD# 105012

Profile Verification

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

Identity

Gary Douglas Pomerantz · LEXINGTON, MA

Registration

CRD #4757495 · WINGATE WEALTH ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

WINGATE WEALTH ADVISORS, INC.

Sep 2017 – present

EAST COAST ASSET MANAGEMENT, LLC

Jul 2011 – Oct 2017

ESSEX, MA

LEXINGTON WEALTH MANAGEMENT, INC.

Sep 2006 – Jul 2011

LEXINGTON, MA

WINGATE FINANCIAL CORP

Feb 2004 – Oct 2006

LEXINGTON, MA

WINGATE PLANNING CORP

Feb 2004 – Oct 2006

LEXINGTON, MA

Registrations & Exams

Registration record

First registered · February 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

CRD 105012 · SEC 801-28664

AUM

$1.2B

Regulatory assets under management

Employees

2,810 client accounts

Services offered by WINGATE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Gary Douglas Pomerantz offer?

Gary Douglas Pomerantz specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Gary Douglas Pomerantz's credentials?

Gary Douglas Pomerantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Douglas Pomerantz located?

Gary Douglas Pomerantz is based in LEXINGTON, Massachusetts, working with WINGATE WEALTH ADVISORS, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Gary Douglas Pomerantz charge for services?

Gary Douglas Pomerantz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINGATE WEALTH ADVISORS, INC.?

WINGATE WEALTH ADVISORS, INC. has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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