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Gary Dee Davis

GITTERMAN WEALTH MANAGEMENT, LLC·EDISON, New Jersey
Unclaimed Profile
379 THORNALL STREET, EDISON, NJ 08837CRD# 2620005Firm CRD# 153062
01

About

Gary Dee Davis is a registered financial advisor based in EDISON, New Jersey, affiliated with GITTERMAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GITTERMAN WEALTH MANAGEMENT, LLC
GITTERMAN WEALTH MANAGEMENT, LLC
AUM
$625M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at GITTERMAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2620005
Firm CRD# 153062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Dee Davis offer?
Gary Dee Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDISON, New Jersey for a consultation.
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, working with GITTERMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the EDISON metropolitan area and surrounding communities.
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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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