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Anthony Evan Gates

Fg&G Financial Services, LLC

Danvers, MA

CRD 5086607

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Employer firm

Fg&G Financial Services, LLC CRD 149180

$15.5M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Fg&G Financial Services, Llc

153 Andover Street Unit 108A, Danvers, MA 01923 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2009-01-13
  • MA RA
    APPROVED
    Since 2009-01-13

Branch Locations

153 Andover Street Unit 108A, Danvers, MA 01923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fg & G Financial Services, Llc Danvers MA 12/2008 Present
Farrar Gates & Green Llc Danvers MA 12/2008 Present
  • 12/2008 → Present
    Fg & G Financial Services, Llc
    Danvers, MA
  • 12/2008 → Present
    Farrar Gates & Green Llc
    Danvers, MA
Previous Registrations
  • 2006-01-17 → 2009-12-31
    Lightship Financial, Llc
    Danvers, MA
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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