Robert James Marassa Jr
Professional Summary
Robert James Marassa JR is a registered financial advisor currently at PACIFIC GATE ADVISORS, LLC located in Brentwood, Tennessee. Robert is registered as a RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 14 and Series 24 exams.
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.
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Videos & Posts
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Contact Information
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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
31 years in the financial services industry
Current & Past Employments
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Current Firm
AGAVE PARTNERS ADVISORS, INC. | PACIFIC GATE ADVISORS, LLC | ORMSE CO.INC. | BROKER/DEALER, INC.
Contact Information
Main Address
1086 Hamer Court, Brentwood, TN 37027Mailing Address
9005 Overlook Blvd, Brentwood, TN 37027Phone Number
(331) 330-0077Established
Delaware since 07/03/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/27/2023)
(1/27/2023)
(1/24/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert James Marassa JR's CRS (Customer Relationship Summary).
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