John Gavin, financial advisor Boston MA
93 score

John Gavin

CRD Number: 5524005
Current Firm: Ngam Advisors, LP

John Gavin (CRD# 5524005) is an Investment Advisor Representative working at Ngam Advisors, LP in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Natixis Boston, MA Nov 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Oct 2010 1
Columbia Management Group Boston, MA Apr 2008 - Oct 2009 1
Columbia Management Advisors, LLC Boston, MA Apr 2008 - Oct 2009 1
Bank Of America Boston, MA Sep 2006 - Apr 2008 1
Mfs Boston, MA Jan 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for John P. Gavin
Phone Number: 617-449-2813
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,463
    MILLIONS
  • Total Number of Accounts
    20,085
    ACCOUNTS
  • Average Account Value
    $819,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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