Patrick John Gara

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 09/2016
  Gwfs Equities, Inc.
  Gibsonia, PA
• 11/2016 → Present
  Assetmark Financial Holdings, Inc.
  Chicago, IL
• 11/2016 → Present
  Assetmark Brokerage, Llc
  Chicago, IL

Previous Registrations

• 2014-11-10 → 2015-04-29
  Pnc Wealth Management Llc
  Oakmont, PA
• 2008-07-31 → 2014-10-13
  Assetmark, Inc.
  Chicago, IL
• 2007-05-14 → 2008-07-31
  Genworth Financial Asset Management, Inc
  Encino, CA
  Chicago, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2016 - 160 HRS / MONTHLY, SENIOR BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK,INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE,LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-11
• S63 Uniform Securities Agent State Law Examination
  2004-03-19

Other Names

• Patrick John Gara
• Patrick John Gara
• Patrick John Gara Jr