Raymond L. Gazelle

RAYMOND L. GAZELLE JR.

Edgewater, MD

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CRD#: 2579392

Professional summary

Raymond L Gazelle JR, CFP®, who also goes by Jr Raymond L Gazelle, is a registered financial advisor currently at RAYMOND L. GAZELLE JR. located in Edgewater, Maryland.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Raymond has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jr Raymond L Gazelle

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 Raymond L Gazelle JR'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

August 28, 2007 - Present

RAYMOND L. GAZELLE JR.

RIA

CRD#: 141530

Edgewater, MD

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

Maryland
(4/24/2020)

IAR

Virginia
(8/28/2007)

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

Current Firm

RAYMOND L. GAZELLE JR.

CRD#: 141530 / SEC#:

Maryland

Registered Investment Advisory firm - (9/8/2006 Approved)

Virginia

Registered Investment Advisory firm - (8/28/2007 Approved)

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Contact information

Main Address

Edgewater, MD

Mailing Address

Phone number

(410) 798-7639

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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