Richard Gatesman is a ChFC-designated registered investment advisor, based in Summit, NJ, with 10 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a client advisor at Golconda Partners LLC, also involved in insurance business, dedicating nearly full-time hours. He owns RJG2 INC dba SAFEWAY DRIVING, spending a few hours per week on marketing and accounting. Richard is also an IAR at TLG Advisors Inc and a client advisor at Life Policy Management, LLC, dedicating minimal time to each.
Employment History
Previous Registrations
Tlg Advisors, INC.
Swbc Investment Company
State Registrations2 states
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