EG
Edgar L. Gay
FIRST CITY CAPITAL MANAGEMENT
SAVANNAH, GA 31401
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CRD#: 4348454
EG
Professional summary
Edgar L.t. Gay is a registered financial advisor currently at FIRST CITY CAPITAL MANAGEMENT INC located in Savannah, Georgia.
Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Edgar has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ACTS AS A TRUSTEE INDIVIDUALLY FOR CERTAIN CLIENTS AS WELL AS CHARITABLE ORGANIZATIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Edgar L.t. Gay'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®
NoneExperience
Current
July 31, 2002 - Present
FIRST CITY CAPITAL MANAGEMENT INC
Office #1: 136 Habersham Street, Savannah, GA 31401RIA
CRD#: 104780
SAVANNAH, GA
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".
FC
FIRST CITY CAPITAL MANAGEMENT INC
FIRST CITY CAPITAL MANAGEMENT INC
CRD#: 104780 / SEC#: 801-14853
RIA
Registered Investment Advisory firm - (10/11/1979 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
Georgia(4/25/2003)
Exams
Current Firm
FC
FIRST CITY CAPITAL MANAGEMENT INC
FIRST CITY CAPITAL MANAGEMENT INC
CRD#: 104780 / SEC#: 801-14853
RIA
Registered Investment Advisory firm - (10/11/1979 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
136 Habersham St, Savannah, GA 31401
Mailing Address
Phone number
(912) 233-5492
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 504 |
| AUM (Assets Under Management) | $ 411,343,565 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2024 | ||
| 02/28/2024 | ||
| 10/28/2022 |
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.
