Robert J. Gavrich
Professional summary
Robert Jan Gavrich, who also goes by Bob Gavrich, is a registered financial advisor currently at SEASONAL STRATEGY located in Alameda, California and MONEYWELL located in Reno, Nevada.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 6 firms and has passed the Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jan Gavrich's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2011 - Present
SEASONAL STRATEGY
March 16, 2022 - Present
MONEYWELL
August 24, 1988 - January 30, 1989
BOARDWALK CAPITAL CORPORATION
July 16, 1987 - November 13, 1987
BLUNT ELLIS & LOEWI INCORPORATED
November 11, 1986 - July 31, 1987
J.P. MORGAN SECURITIES LLC
May 24, 1982 - September 24, 1984
BEVILL, BRESLER & SCHULMAN INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2011)
(8/5/2024)
(4/30/2018)
Exams
Current Firm
SEASONAL STRATEGY
CRD#: 134456 / SEC#: 801-67671
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 59,306,601 |
Red Flags
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