Patrick Gorgonzola, financial advisor Chesterbrook PA

Patrick Gorgonzola

CRD Number: 6081977
Current Firm: The Fairman Group, LLC

Patrick Gorgonzola (CRD# 6081977) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 11 years of experience in the finance industry. Patrick Gorgonzola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Corcimiglia, financial advisor Chesterbrook PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Chesterbrook PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Chesterbrook PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Professional Designations
Company Name Location Dates Years
The Fairman Group, LLC Berwyn, PA Sep 2016 - Current 7
The Vanguard Group, Inc. Malvern, PA Jun 2012 - Sep 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Patrick R. Gorgonzola
Phone Number: 610-889-7300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $679,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, PA

Ready to hire a financial advisor? Get competitive proposals from Patrick Gorgonzola and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.