George Gotch, financial advisor Orlando FL
93 score

George Gotch

CRD Number: 1839444
Current Firm: Saperston Asset Management, Inc.

George Gotch (CRD# 1839444) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Orlando, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Saperston Management Services, Inc. Hamburg, NY Sep 2013 - Current 3
Saperston Asset Management, Inc. Orlando, FL Nov 2012 - Current 4
La Salle St. Securities, Inc. Gainsville, FL Oct 1997 - Oct 2012 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for George E. Gotch
Phone Number: 716-649-9800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $232,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, GA, MA, MD, NC, NE, NH, NY, PA, TX, VA, WA

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

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