Gavin Gleason, financial advisor Prospect KY
93 score

Gavin Gleason

CRD Number: 4464641
Current Firm: The Gleason Group, Inc.

Gavin Gleason (CRD# 4464641) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
The Gleason Group, Inc. Prospect, KY May 2015 - Current 1
J.j.b. Hilliard, W.l. Lyons LLC Louisville, KY Mar 2009 - May 2015 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville, KY Oct 2001 - Mar 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Gavin T. Gleason
Phone Number: (502) 882-7300
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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