Ronald Gelok & Associates, LLC

Ronald Gelok & Associates, LLC (CRD# 290950) is a financial advisory firm headquartered in Naples, FL. They manage $63,083,548 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
https://www.instagram.com/ronaldgelokandassociates/
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $252,334
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, TX

Financial Advisors at Ronald Gelok & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Gelok, financial advisor Naples FL
Ronald A. Gelok
CRD#: 1403352
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Ronald Gelok (CRD# 1403352) is an Investment Advisor Representative working at Ronald Gelok & Associates, LLC in Naples, FL and has over 21 years of experience in the finance industry.

2
Brian Ginty, financial advisor Naples FL
Brian T. Ginty
CRD#: 1024260
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Brian Ginty (CRD# 1024260) is an Investment Advisor Representative working at Ronald Gelok & Associates, LLC in Naples, FL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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