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Gary Brian Vassalotti

VIMCOR
Duncansville, PA
·CRD# 2563777·32 years experience

Professional Summary

Gary Brian Vassalotti, who also goes by Gary Vassalotti, is a registered financial advisor currently at VIMCOR located in Duncansville, Pennsylvania. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gary has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary Vassalotti

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

VIMCOR·CRD# 119009
RIA
1409 3rd Ave Suite 5, Duncansville, PA 16635
April 15, 2002 - Present

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Current Firm

VI
VIMCOR

VASSALOTTI INVESTMENT MANAGEMENT CORPORATION | VIMCOR

CRD#: 119009
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (4/15/2002 Approved)

Contact Information

Main Address

1409 3rd Ave Suite #5, Duncansville, PA 16635

Phone Number

(814) 693-5093

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

260

AUM (Assets Under Management)

$15,555,000

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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.

I DO COMPUTER CONSULTING, MAINLY WEB PAGE DEVELOPMENT. I WORK ABOUT 2-3 HOURS PER WEEK ON THIS ACTIVITY. I provide tax preparation and bookkeeping services. This activity requires an average of 8 hours per week.

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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.
IAR
Pennsylvania
(4/15/2002)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1994About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Brian Vassalotti's CRS (Customer Relationship Summary).

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