Gary B. Price

FIFTH AVENUE FAMILY OFFICE

Naples, FL 34103

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CRD#: 4698358

Professional summary

Gary Benjamin Price, who also goes by Gary Benjamin Price Jr, is a registered financial advisor currently at FIFTH AVENUE FAMILY OFFICE located in Naples, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gary has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Benjamin Price Jr

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. Mr. Price Serves on the Board of Directors of Florida Able United. This is not investment related. 2. Mr. Price also serves on the Nominating Councile of the Florida Public Service Commission. 3. Mr. Price also serves on the Board of Directors of Autism Naples; Not investment related 4. Mr. Price also is a trustee of Lee Health Foundation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Benjamin Price'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

June 29, 2021 - Present

FIFTH AVENUE FAMILY OFFICE

Office #1: 3003 Tamiami Trail North Suite 410, Naples, FL 34103

RIA

CRD#: 122448

Naples, FL

Past

November 28, 2006 - December 31, 2010

CAPITAL WEALTH ADVISORS

RIA

CRD#: 141079

NAPLES, FL

Past

October 20, 2005 - September 11, 2006

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

NAPLES, FL

Past

October 11, 2005 - September 11, 2006

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

NAPLES, FL

Past

January 16, 2004 - July 7, 2005

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

NAPLES, FL

Past

December 9, 2003 - July 7, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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".

FIFTH AVENUE FAMILY OFFICE

FIFTH AVENUE ADVISORS | MAGNUS CAPITAL MANAGEMENT, LLC | FIFTH AVENUE FAMILY OFFICE LLC | FIFTH AVENUE FAMILY OFFICE

CRD#: 122448 / SEC#: 801-61413

RIA

Registered Investment Advisory firm - (8/28/2002 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

Florida
(6/29/2021)

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: 5/27/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2003

General Securities Representative Examination

Current Firm

FIFTH AVENUE FAMILY OFFICE

FIFTH AVENUE ADVISORS | MAGNUS CAPITAL MANAGEMENT, LLC | FIFTH AVENUE FAMILY OFFICE LLC | FIFTH AVENUE FAMILY OFFICE

CRD#: 122448 / SEC#: 801-61413

RIA

Registered Investment Advisory firm - (8/28/2002 Approved)

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Contact information

Main Address

3003 Tamiami Trail North Suite 410, Naples, FL 34103

Mailing Address

Phone number

(239) 262-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 908,527,735

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/09/2025	Cover Page	Report
05/24/2024	Cover Page	Report
06/09/2023	Cover Page	Report

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 B. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Benjamin Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL WEALTH ADVISORS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

FIFTH AVENUE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2021

Series 66

Date: 1/7/2004

Series 7

Date: 12/8/2003

Current Firm

FIFTH AVENUE FAMILY OFFICE

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIFTH AVENUE FAMILY OFFICE

TRUST BUT VERIFY

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