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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
Branch Locations
150 East Palmetto Park Road Suite 800, Boca Raton, FL 33432 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G&G Planning Concepts, Inc. | New York | NY | 11/2001 | 01/2025 |
| Gassman & Gassman Cpa, Pc | New York | NY | 01/1993 | Present |
| American Portfolios Financial Services, Inc. | New York | NY | 10/2022 | 10/2024 |
| Prager Metis Cpas, Llc | New York | NY | 02/2023 | 01/2024 |
| Prager Metis Cpas, Llc | New York | NY | 02/2024 | 01/2026 |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2024 | Present |
1. Mr. Gassman conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Firm Foundation Family Wealth LLC. Mr. Gassman is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Gassman is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Gassman, as a fiduciary, will act in the client's best interest. 3. Mr. Gassman is the President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. He devotes less than 1 hour per month to this activity during trading hours. 4. Mr. Gassman serves as President of Gassman & Gassman CPA PC, devotes 1 hour per month to this activity during trading hours. This activity involves winding down the firm. 5. Mr. Gassman serves as President at STNZ Group Inc., dedicating 4 hours per month to this activity during trading hours. This activity includes the sales of insurance. 6. Mr. Gassman serves as a trustee for the following trusts and does not devote any time to these during trading hours: M. Gassman GC Trust: Manages trust affairs; Separate Trust FBO J. Gassman per M. Gassman Living Trust: Oversees the trust; Mae Gassman Amended and Restated Living Trust: Co-manages trust affairs; Rising Dawn Trust: Oversees the trust
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