LR
Laurent M. Roux
GALLATIN WEALTH MANAGEMENT
WILSON, WY 83014
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CRD#: 4963896
LR
Professional summary
Laurent Marc Roux is a registered financial advisor currently at GALLATIN WEALTH MANAGEMENT LLC located in Wilson, Wyoming.
Laurent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laurent 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Laurent Marc Roux'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 26, 2017 - Present
GALLATIN WEALTH MANAGEMENT LLC
Office #1: 3415 N. Pines Way Suite 101, Wilson, WY 83014RIA
CRD#: 165344
WILSON, WY
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
Wyoming(7/26/2017)
Exams
Current Firm
GW
GALLATIN WEALTH MANAGEMENT LLC
GALLATIN WEALTH MANAGEMENT LLC
CRD#: 165344 / SEC#: 801-77457
RIA
Registered Investment Advisory firm - (7/27/2017 Terminated)Wyoming
Registered Investment Advisory firm - (7/25/2017 Approved)PREMIUM
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Contact information
Main Address
3415 N. Pines Way Suite 101, Wilson, WY 83014
Mailing Address
P.o. Box 2680, Jackson, WY 83001
Phone number
(307) 200-4343
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 68,081,932 |
Red Flags
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Company Information
GALLATIN WEALTH MANAGEMENT LLC
CRD#: 165344Wilson, WY 83014TRUST BUT VERIFY
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