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AS

Albert G. Shilling

A. GARY SHILLING & CO.
Springfield, NJ 07081
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CRD#: 422125
AS

Professional summary


Albert Gary Shilling, who also goes by A Gary Shilling, Gary Shilling, is a registered financial advisor currently at A. GARY SHILLING & CO. located in Springfield, New Jersey.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Albert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 41 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


A Gary Shilling | Gary Shilling

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.
1.A. GARY SHILLING & CO., INC., OWNER, AN ECONOMIC CONSULTING FIRM TO INSTITUTIONAL INVESTORS AND CORPORATIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Albert Gary Shilling'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 25, 2017 - Present

A. GARY SHILLING & CO.

Office #1: 500 Morris Ave., Springfield, NJ 07081
RIA
CRD#: 288071
Springfield, NJ
Past

August 19, 2009 - August 1, 2017

REALIZED FINANCIAL, INC.

RIA
CRD#: 22333
SPRINGFIELD, NJ
Past

November 29, 2005 - August 1, 2017

REALIZED FINANCIAL, INC.

BD
CRD#: 22333
SPRINGFIELD, NJ
Past

September 18, 1978 - October 14, 1978

TROSTER SINGER CORPORATION

BD
CRD#: 7441
Past

September 1, 1978 - December 12, 2005

A. GARY SHILLING & CO., INC.

BD
CRD#: 7666
SPRINGFIELD, NJ
Past

November 14, 1972 - May 16, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802

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
New Jersey
(4/25/2017)
IAR
Texas
(5/1/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/23/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 41
Date: 2/18/1983
NYSE Allied Member Examination
Principal/Supervisory Exam
RR
Series 00
Date: 11/13/1972
General Securities Principal Examination

Current Firm


AG
A. GARY SHILLING & CO.
A. GARY SHILLING & CO. | A. GARY SHILLING & CO., INC.

CRD#: 288071 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/25/2017 Approved)
Texas
Registered Investment Advisory firm - (4/25/2017 Conditional Restricted)
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Contact information


Main Address
500 Morris Ave., Springfield, NJ 07081
Mailing Address
Phone number
(973) 467-0070
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 54,353,769

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.

Company Information


A. GARY SHILLING & CO.

CRD#: 288071Springfield, NJ 07081

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