Rga Investment Advisors, LLC

Rga Investment Advisors, LLC (CRD# 149171) is a financial advisory firm headquartered in Great Neck, NY. They manage $23,000,000 in 126 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $182,540
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Rga Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason M. Gilbert, CPA/PFS, CFF
CRD#: 5644266
67 Cuttermill Road, Great Neck, NY 11021
100
Wealthminder
score

Jason has been managing money for high net worth individuals since 2006.   He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, Jason was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC he specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations. Prior to Wall Street, he led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. Jason is a CPA who holds the PFS designation for his expertise in Personal Finance, a CFF for his accreditation in Financial Forensics, and a charter in global management accounting (CGMA). He holds a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business.

Jason lives with his wife, Julianna, sons, Logan and Henry, and daughter, Sophie in Great Neck, New York.  Jason enjoys scuba diving, cooking for his family, and, of course, investing in great businesses.

Jason’s personal blog can be found at: www.jasongilbertcpa.com

RGA Investment Advisors LLC can be found at: www.rgaia.com

2
Elliot J. Turner
CRD#: 5593722
1 Linden Place, Suite 302, Great Neck, NY 11021
93
Wealthminder
score

Elliot Turner (CRD# 5593722) is an Investment Advisor Representative working at Rga Investment Advisors, LLC in Great Neck, NY and has over 5 years of experience in the finance industry.

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