Brian P. Gately
Professional summary
Brian Peter Gately, who also goes by Brian Gately, is a registered financial advisor currently at ANCHYRA PARTNERS LLC located in Atlanta, Georgia.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 4 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 3, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Peter Gately's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2025 - Present
ANCHYRA PARTNERS LLC
Office #1: 3050 Peachtree Rd Nw Suite 500, Atlanta, GA 30305August 28, 2015 - June 25, 2025
GOLDMAN SACHS & CO. LLC
February 27, 2007 - August 20, 2015
MORGAN STANLEY & CO. LLC
January 20, 2005 - February 21, 2007
TRUIST SECURITIES, INC.
Primary Firm SEC Registration
ANCHYRA PARTNERS LLC
CRD#: 335467 / SEC#: 801-132692
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 10/8/2007
Limited Representative-Equity Trader ExamCurrent Firm
ANCHYRA PARTNERS LLC
CRD#: 335467 / SEC#: 801-132692
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 322 |
| AUM (Assets Under Management) | $ 265,456,313 |
Red Flags
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