Robert Christopher Gillooly
Professional Summary
Robert Christopher Gillooly is a registered financial advisor currently at ELMWOOD WEALTH MANAGEMENT located in Berkeley, California. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Current Firm
ELMWOOD WEALTH MANAGEMENT | ELMWOOD WEALTH MANAGEMENT, INC.
Contact Information
Main Address
2027 Fourth Street Suite 203, Berkeley, CA 94710-1912Phone Number
(510) 858-2722# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
676AUM (Assets Under Management)
$477,926,836Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Primary Firm SEC Registration
ELMWOOD WEALTH MANAGEMENT | ELMWOOD WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(11/7/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
CRS (Client Relationship Summary) - RIA
Click below to view Robert Christopher Gillooly's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
