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Gabrielle Helen Gioia

Rodgers & Associates

Lancaster, PA

CRD 6908189

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Employer firm

Rodgers & Associates CRD 121700

$1.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Rodgers & Associates

2025 Lititz Pike, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-17
  • PA RA
    APPROVED
    Since 2021-06-17

Branch Locations

2025 Lititz Pike, Lancaster, PA 17601 • 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
Rodgers & Associates Lancaster PA 05/2021 Present
Rodgers & Associates Lancaster PA 06/2019 04/2021
Rita's Water Ice Store #20 Norristown PA 04/2009 09/2020
Designations
  • Certified Financial Planner

View on SEC IAPD

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