Unclaimed Profile

Gary Dee Davis

GITTERMAN WEALTH MANAGEMENT, LLC·EDISON, New Jersey

SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record23 years registeredGITTERMAN WEALTH MANAGEMENT, LLC

379 THORNALL STREET, EDISON, NJ 08837CRD# 2620005Firm CRD# 153062

Profile Verification

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

Identity

Gary Dee Davis · EDISON, NJ

Registration

CRD #2620005 · GITTERMAN WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GITTERMAN WEALTH MANAGEMENT, LLC

BENEFICIAL CONCEPTS GROUP, LLC

Jul 2007 – Dec 2008

STOCKTON, NJ

ZDENEK FINANCIAL PLANNING, LLC

Oct 2002 – Mar 2006

FLEMINGTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GITTERMAN WEALTH MANAGEMENT, LLC

CRD 153062 · SEC 801-71246

AUM

$625M

Regulatory assets under management

Employees

549 client accounts

Services offered by GITTERMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 GITTERMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Dee Davis offer?

Gary Dee Davis specializes in Financial Planning, Investment Management, Wealth Management.

What are Gary Dee Davis's credentials?

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

Where is Gary Dee Davis located?

Gary Dee Davis is based in EDISON, New Jersey, last registered with GITTERMAN WEALTH MANAGEMENT, LLC.

How does Gary Dee Davis charge for services?

Gary Dee Davis'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 GITTERMAN WEALTH MANAGEMENT, LLC?

GITTERMAN WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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