Gary Pancoast
Gary Pancoast is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
233 South St, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2013Customer Dispute
May 2010Other Business Activities
Gary is a Senior Managing Director and Wealth Management Advisor at Peapack Gladstone Bank since 2014, focusing on client development and strategy, dedicating full-time hours. He also has a DBA called PGB Financial Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Murphy Capital Management INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Ust Securities CORP.Broker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
Quick & Reilly, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.