Unclaimed Profile

Charles Edward Gasaway

GASAWAY INVESTMENT ADVISORS, INC.·PORTAGE, Michigan

Series 7, Series 8, Series 24, Series 63, Series 65Clean record19 years registeredGASAWAY INVESTMENT ADVISORS, INC.

515 EAST CENTRE AVENUE, PORTAGE, MI 49002CRD# 722081Firm CRD# 123807

Profile Verification

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

Identity

Charles Edward Gasaway · PORTAGE, MI

Registration

CRD #722081 · GASAWAY INVESTMENT ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GASAWAY INVESTMENT ADVISORS, INC.

GASAWAY INVESTMENT ADVISORS, INC.

Feb 2007 – Apr 2023

KALAMAZOO, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GASAWAY INVESTMENT ADVISORS, INC.

CRD 123807 · SEC 801-121052

AUM

$160M

Regulatory assets under management

Employees

744 client accounts

Services offered by GASAWAY INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GASAWAY INVESTMENT ADVISORS, INC. →

Introduction

Speak with Charles

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

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

Looking for a financial advisor in PORTAGE?

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

Browse PORTAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Charles Edward Gasaway offer?

Charles Edward Gasaway specializes in Financial Planning, Investment Management.

What are Charles Edward Gasaway's credentials?

Charles Edward Gasaway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edward Gasaway located?

Charles Edward Gasaway is based in PORTAGE, Michigan, last registered with GASAWAY INVESTMENT ADVISORS, INC..

How does Charles Edward Gasaway charge for services?

Charles Edward Gasaway'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 GASAWAY INVESTMENT ADVISORS, INC.?

GASAWAY INVESTMENT ADVISORS, INC. has approximately 10 employees and manages $160M 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 →