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Habib Youssef Gorgi

NAUTIC PARTNERS, LLC·PROVIDENCE, Rhode Island
Clean recordNAUTIC PARTNERS, LLC
50 KENNEDY PLAZA, PROVIDENCE, RI 02903-2393CRD# 6026158Firm CRD# 159822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Habib Youssef Gorgi · PROVIDENCE, RI
Registration
CRD #6026158 · NAUTIC PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Habib Youssef Gorgi is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with NAUTIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NAUTIC PARTNERS, LLC
NAUTIC PARTNERS, LLC
AUM
$7.8B
Regulatory assets under management
Employees
70
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6026158
Firm CRD# 159822
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05

Frequently Asked Questions

What services does Habib Youssef Gorgi offer?
Habib Youssef Gorgi specializes in Retirement Planning. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Habib Youssef Gorgi's credentials?
Habib Youssef Gorgi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Habib Youssef Gorgi located?
Habib Youssef Gorgi is based in PROVIDENCE, Rhode Island, working with NAUTIC PARTNERS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Habib Youssef Gorgi charge for services?
Habib Youssef Gorgi'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 NAUTIC PARTNERS, LLC?
NAUTIC PARTNERS, LLC has approximately 70 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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