NG
NG

Nora Gillis

13 Years of Experience
Pittstown, NJ
Broker

Nora Gillis is a registered investment advisor at Assetmark, INC., based in Pittstown, NJ, with 13 years of industry experience. Nora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Pittstown, NJ

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Nora works full-time as a regional consultant for AssetMark, Inc. She also contributes content to women-focused books and media through Pink Fix Productions, dedicating minimal time to this activity.

Employment History
Current Registrations
Assetmark, INC.
August 2015 - Present · 10 yrs 11 mos
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 11 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 11 mos
Previous Registrations
Capital Brokerage CorporationBroker
April 2013 - August 2014 · 1 yr 4 mos
AXA Distributors, LLCBroker
March 2012 - March 2013 · 1 yr
State Registrations3 states
DENJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nora Gillis - Financial Advisor | TrueAdvisor