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Gary B. Vassalotti

VIMCOR
Duncansville, PA 16635
Some features on this profile are disabled
CRD#: 2563777
GV

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gary Vassalotti

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gary Brian Vassalotti's 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

April 15, 2002 - Present

VIMCOR

Office #1: 1409 3rd Ave Suite 5, Duncansville, PA 16635
RIA
CRD#: 119009
Duncansville, PA

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
Pennsylvania
(4/15/2002)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/10/1994
Uniform Investment Adviser Law Examination

Current Firm


VI
VIMCOR
VASSALOTTI INVESTMENT MANAGEMENT CORPORATION | VIMCOR

CRD#: 119009 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (4/15/2002 Approved)
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Contact information


Main Address
1409 3rd Ave Suite #5, Duncansville, PA 16635
Mailing Address
Phone number
(814) 693-5093
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts260
AUM (Assets Under Management)$ 15,555,000

Red Flags


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

Company Information


VIMCOR

CRD#: 119009Duncansville, PA 16635

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