Gary Pancoast
Gary Pancoast is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 22 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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