TrueAdvisor
TrueAdvisor
PG
CFP
PG
CFP

Patrick Randall Gorgonzola

The Fairman Group, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The Fairman Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
145 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$851.0M

Location

1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA, 19087-5570

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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.

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Employment History
Current Registrations
The Fairman Group, LLC
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Vanguard Advisers INC
August 2014 - September 2016 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
July 2012 - September 2016 · 4 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.