Archer C. Gillespie

GILLESPIE WEALTH MANAGEMENT

Naples, FL

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CRD#: 5046142

Professional summary

Archer Curtis Gillespie, CFP®, who also goes by Archer Gillespie, is a registered financial advisor currently at GILLESPIE WEALTH MANAGEMENT INC located in Naples, Florida.

Archer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Archer has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Archer Gillespie

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.

NAME: INDEPENDENT INSURANCE AGENT - LIFE AND HEALTH LICENSED. INV REL: Y. ADD: NATURE: INSURANCE SALES POSITION:OWNER. START DATE:10/2005. NO. HR/MO:2. NO. HR/MO DURING SEC TRADING:1. DESCRIBE DUTIES:INSURANCE SALES. REAL ESTATE LICENSED, 12/2020, NOT ACTIVELY ENGAGED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Archer Curtis Gillespie'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 24, 2013 - Present

GILLESPIE WEALTH MANAGEMENT INC

RIA

CRD#: 167792

Naples, FL

Past

May 5, 2006 - July 26, 2013

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FT LAUDERDALE, FL

Past

October 24, 2005 - July 26, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

FT LAUDERDALE, FL

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
(7/24/2013)

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 66

Date: 11/11/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/2005

General Securities Representative Examination

Current Firm

GILLESPIE WEALTH MANAGEMENT INC

GILLESPIE WEALTH MANAGEMENT INC | GILLESPIE, ARCHER CURTIS

CRD#: 167792 / SEC#:

Florida

Registered Investment Advisory firm - (7/24/2013 Approved)

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Contact information

Main Address

Naples, FL

Mailing Address

Phone number

(239) 600-1777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 38,000,000

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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Archer C. Gillespie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Archer Curtis Gillespie's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILLESPIE WEALTH MANAGEMENT INC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2005

Series 7

Date: 10/21/2005

Current Firm

GILLESPIE WEALTH MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GILLESPIE WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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