Gary Rodgers, financial advisor Chicago IL
93 score

Gary Rodgers

CRD Number: 1043217
Current Firm: Monongahela Capital Management

Gary Rodgers (CRD# 1043217) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Rodgers Brothers, Inc. Pittsburgh, PA Apr 1985 - Current 31
Rodgers Brothers, Inc. Pittsburgh, PA Feb 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Gary Rodgers
Phone Number: 724-473-4003
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    332
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $596,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CA, FL, GA, IL, LA, NC, NJ, NY, OH, PA, SC, TX, WV

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

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