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Todd Andrew Gorelick

GORELICK BROTHERS CAPITAL, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
6836 MORRISON BLVD., CHARLOTTE, NC 28211CRD# 6027964Firm CRD# 160517
01

About

Todd Andrew Gorelick is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GORELICK BROTHERS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GORELICK BROTHERS CAPITAL, LLC
GORELICK BROTHERS CAPITAL, LLC
AUM
$410M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at GORELICK BROTHERS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6027964
Firm CRD# 160517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Andrew Gorelick offer?
Todd Andrew Gorelick specializes in Retirement Planning. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Todd Andrew Gorelick's credentials?
Todd Andrew Gorelick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Andrew Gorelick located?
Todd Andrew Gorelick is based in CHARLOTTE, North Carolina, working with GORELICK BROTHERS CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Todd Andrew Gorelick charge for services?
Todd Andrew Gorelick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GORELICK BROTHERS CAPITAL, LLC?
GORELICK BROTHERS CAPITAL, LLC has approximately 20 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLOTTE
Martin Mung Loon Wai — COVENANT CREDIT PARTNERS, LLCRon Baron — COVENANT CREDIT PARTNERS, LLCJames Jeffrey Bibbings — FUNDSEEDER INVESTMENTS, LLCThomas Michael Finke — BARINGS LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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