Gary C. Raymond

ARGONAUTICA PRIVATE WEALTH MANAGEMENT,

Wellesley, MA 02481

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CRD#: 4077542

Professional summary

Gary Craig Raymond, who also goes by Gary Raymond, Gary Gary Raymond, is a registered financial advisor currently at ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC located in Wellesley, Massachusetts.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Raymond | Gary Gary Raymond

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.

NOTARY, NOT INV RELATED, STATE OF MASSACHUSETTS, START 10/3/2018, .25 HOURS PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS. INSURANCE LICENSE - 57 RIVER STREET, SUITE 202, WELLESLEY, MA, USA, 02481; INSURANCE AGENT; CONSULTING CLIENTS ON INSURANCE COVERAGE ALLOCATIONS; INVESTMENT RELATED BUSINESS; <1% TIME SPENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Craig Raymond's CRS (Customer Relationship Summary).

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

January 24, 2022 - Present

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Office #1: 57 River Street Suite 202, Wellesley, MA 02481

RIA

CRD#: 316736

Wellesley, MA

Past

June 22, 2018 - January 25, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

WELLESLEY, MA

Past

June 22, 2018 - January 25, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

WELLESLEY, MA

Past

May 2, 2006 - June 22, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WALTHAM, MA

Past

April 18, 2006 - May 1, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WALTHAM, MA

Past

July 1, 2003 - June 22, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WALTHAM, MA

Past

February 14, 2003 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 6, 2001 - February 27, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 25, 2000 - March 16, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

CRD#: 316736 / SEC#: 801-122660

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

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

Massachusetts
(1/24/2022)

IAR

Texas
(4/21/2022)

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

State Security Law Exam

IAR

Series 65

Date: 4/26/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/10/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/24/2000

General Securities Representative Examination

Current Firm

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

CRD#: 316736 / SEC#: 801-122660

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

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Contact information

Main Address

57 River Street Suite 202, Wellesley, MA 02481

Mailing Address

Phone number

(781) 591-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARGONAUTICA PRIVATE WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE (10/21/2025)

ARGONAUTICA PRIVATE WEALTH MANAGEMENT WRAP BROCHURE (6/26/2025)

Regulatory assets under management

Total Number of Accounts	535
AUM (Assets Under Management)	$ 507,174,298

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Gary C. Raymond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Craig Raymond's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2000

Series 63

Date: 3/2/2000

SIE

Date: 10/1/2018

Series 31

Date: 2/10/2000

Series 7

Date: 1/24/2000

Current Firm

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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