Gary A. Votto

BISHOP & ASSOCIATES

Philadelphia, PA 19103

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CRD#: 1648864

Professional summary

Gary Andrew Votto is a registered financial advisor currently at BISHOP & ASSOCIATES INC located in Philadelphia, Pennsylvania.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gary has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 3 and Series 15 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bishop Capital Advisers,LLC; Commodity Pool Operator; 1617 JFK Blvd, Ste 480, Philadelphia, PA 19103; Managing Member of Commodity Pool; January 18, 2018;40 hours; 33 hours; managing commodity pool; PHL Futures, LLC; 237 Roosevelt Blvd, Berlin, NJ 08009; introducing broker; Manager; August 30, 2018; 40 hours; 33 hours; trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Andrew Votto's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2024 - Present

BISHOP & ASSOCIATES INC

Office #1: 1900 Market Street Fl 8, Philadelphia, PA 19103

RIA

CRD#: 105257

Philadelphia, PA

Past

February 7, 2019 - December 31, 2022

BISHOP & ASSOCIATES INC

RIA

CRD#: 105257

PHILADELPHIA, PA

Past

March 13, 2014 - January 17, 2019

KINGSVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 148107

BERLIN, NJ

Past

August 24, 2004 - December 31, 2005

CAPITAL GROWTH FINANCIAL, LLC

CRD#: 41040

BOCA RATON, FL

Past

June 17, 2003 - December 20, 2003

PEREGRINE FINANCIALS & SECURITIES, INC.

CRD#: 43992

CHICAGO, IL

Past

May 22, 2002 - May 28, 2003

DOMINARI SECURITIES LLC

CRD#: 18975

NEW YORK, NY

Past

July 18, 1997 - October 20, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 24, 1989 - August 3, 1990

CM&M FUTURES INC.

CRD#: 15845

NEW YORK, NY

Past

August 24, 1989 - August 3, 1990

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK CITY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BISHOP & ASSOCIATES INC

CRD#: 105257 / SEC#: 801-454

RIA

Registered Investment Advisory firm - (3/1/1950 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/2002

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 4/4/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 15

Date: 8/15/1989

Foreign Currency Options Examination

Current Firm

BISHOP & ASSOCIATES INC

CRD#: 105257 / SEC#: 801-454

RIA

Registered Investment Advisory firm - (3/1/1950 Approved)

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Contact information

Main Address

1900 Market Street Fl 8, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 568-5450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BISHOP & ASSOCIATES INC ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 106,143,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary A. Votto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Andrew Votto's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISHOP & ASSOCIATES INC

KINGSVIEW WEALTH MANAGEMENT, LLC

CAPITAL GROWTH FINANCIAL, LLC

PEREGRINE FINANCIALS & SECURITIES, INC.

DOMINARI SECURITIES LLC

PRUDENTIAL EQUITY GROUP, LLC

CM&M FUTURES INC.

HSBC SECURITIES (USA) INC.

Primary Firm SEC Registration

BISHOP & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2013

Series 63

Date: 6/13/2002

Series 7

Date: 5/21/2002

Series 3

Date: 4/4/1990

Series 15

Date: 8/15/1989

Current Firm

BISHOP & ASSOCIATES INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISHOP & ASSOCIATES INC

TRUST BUT VERIFY

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