Brett Gatta, financial advisor San Diego CA

Brett Gatta

CRD Number: 6051293
Current Firm: Independent Financial Group, LLC

Brett Gatta (CRD# 6051293) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group San Diego, CA Aug 2020 - Current 3
Nyang Scotia, NY Mar 2006 - Current 18
Pfg Advisors, LLC Peoria, AZ Feb 2019 - Aug 2020 1
Securities America, Inc. Poway, CA Feb 2019 - Aug 2020 1
Wealth Advisory Group LLC Latham, NY Oct 2016 - Feb 2019 2
Park Avenue Securities LLC Latham, NY Oct 2016 - Feb 2019 2
Guardian Life Insurance Company Latham, NY Oct 2016 - Feb 2019 2
Morgan Stanley Private Bank, National Association New York, NY Dec 2013 - Oct 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Brett M. Gatta
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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