Dennis Gump, financial advisor Centreville VA
93 score

Dennis Gump

CRD Number: 5336247
Current Firm: Strategic Advisers, Inc.

Dennis Gump (CRD# 5336247) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Centreville, VA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Pittsburgh, PA Jun 2014 - Current 3
Citizens Bank Canonsburg, PA Sep 2013 - May 2014 < 1
Cco Investment Services Corp Canonsburg, PA Sep 2013 - May 2014 < 1
Investors Capital Corporation Lynnfield, MA Jun 2013 - Sep 2013 < 1
Wellspring Benefits Group Collyville, TX Mar 2013 - Sep 2013 < 1
Bank Of America, N.a. Pittsburgh, PA Apr 2012 - Feb 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Pittsburgh, PA Feb 2012 - Feb 2013 1
Lpl Financial Charlotte, NC Jul 2010 - Feb 2012 1
First Niagara Securities Houston, PA Jul 2010 - Feb 2012 1
First Niagara Financial Houston, PA Feb 2010 - Feb 2012 2
Pnc Investments Bethel Park, PA Jul 2008 - Jul 2010 2
Pnc Bank Bethel Park, PA Jun 2008 - Jul 2010 2
Pnc Financial N.a. Bethel Park, PA Jun 2008 - Jun 2010 2
New England Securities Pittsburgh, PA Oct 2007 - Jun 2008 < 1
New England Financial Pittsburgh, PA Nov 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Dennis L. Gump
Phone Number: 617-563-7000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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