Unclaimed Profile

George Alan Gummer

NEW ALBANY CAPITAL PARTNERS, LLC·COLUMBUS, Ohio

Series 65Clean record23 years registeredNEW ALBANY CAPITAL PARTNERS, LLC

4200 REGENT STREET, COLUMBUS, OH 43219CRD# 4359205Firm CRD# 144982

Profile Verification

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

Identity

George Alan Gummer · COLUMBUS, OH

Registration

CRD #4359205 · NEW ALBANY CAPITAL PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW ALBANY CAPITAL PARTNERS, LLC

NEW ALBANY CAPITAL PARTNERS, LLC

Sep 2008 – Oct 2016

BLUFFTON, SC

BDG WEALTH MANAGEMENT, LLC

Jul 2007 – Aug 2008

WESTERVILLE, OH

G.A. GUMMER & ASSOC., INC.

Jul 2003 – May 2007

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW ALBANY CAPITAL PARTNERS, LLC

CRD 144982 · SEC 801-68296

AUM

$45M

Regulatory assets under management

Employees

19 client accounts

Services offered by NEW ALBANY CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEW ALBANY CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does George Alan Gummer offer?

George Alan Gummer specializes in Investment Management, Wealth Management.

What are George Alan Gummer's credentials?

George Alan Gummer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Alan Gummer located?

George Alan Gummer is based in COLUMBUS, Ohio, last registered with NEW ALBANY CAPITAL PARTNERS, LLC.

How does George Alan Gummer charge for services?

George Alan Gummer'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 NEW ALBANY CAPITAL PARTNERS, LLC?

NEW ALBANY CAPITAL PARTNERS, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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