Gerard Vincent Dougherty

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2017 → 09/2017
  The Patriot Financial Group
  Westborough, MA
• 02/2016 → Present
  Boston Independence Group
  Westborough, MA
• 09/2017 → Present
  Creativeone Wealth
  Overland Park, KS

Previous Registrations

• 2017-02-16 → 2017-10-27
  The Patriot Financial Group, Llc
  Westborough, MA
• 2013-03-05 → 2016-01-20
  Osaic Fs, Inc.
  Dedham, MA
  Dedham, MA
  Concord, NH
  Westborough, MA
  Westborough, MA
• 2012-01-26 → 2013-01-31
  Equitable Advisors, Llc
  Wellesley, MA

Other Businesses

1)BOSTON INDEPENDENCE GROUP, INC., 990 WASHINGTON STREET, SUITE 110, DEDHAM, MA 02026. CATEGORY:INSURANCE, INVESTMENT RELATED: YES, TITLE: AGENT, DUTIES: OFFERING DISABILITY, INDEX ANNUITIES, FIXED ANNUITIES, FIXED LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 02/01/2013, HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS:160

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-10
• S63 Uniform Securities Agent State Law Examination
  1992-02-10

Other Names

• Gerry Dougherty