Gary Droz (CRD# 1081511) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 41 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Congress Wealth Management LLC | Wynnewood, PA | Sep 2023 - Current | < 1 |
| Na - See Position Held | Pittsburgh, PA | May 1993 - Current | 30 |
| Mainline Securities LLC | Wynnewood, PA | Jan 2015 - Sep 2023 | 8 |
| Mainline Private Wealth, LLC | Wynnewood, PA | Dec 2011 - Sep 2023 | 11 |
| Innovest Financial Management | Pittsburgh, PA | Dec 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
- PA
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Total Assets Under Management6,920MILLIONS
-
Total Number of Accounts9,978ACCOUNTS
-
Average Account Value$693,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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