Ronald Gambassi

GEM STATE INVESTMENT ADVISORS

Boise, ID 83705

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CRD#: 5663457

Professional summary

Ronald Gambassi is a registered financial advisor currently at GEM STATE INVESTMENT ADVISORS located in Boise, Idaho and MCMILLEN & COMPANY, INC. located in Boise, Idaho.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ronald has worked at 2 firms and has passed the Series 65 exam.

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.

1) San Vittore, LLC: This is an LLC that owns the building at 4346 W Rose Hill St. Boise, Idaho 83705. I am the owner of the LLC and Gem State Advisors leases space in this building. This business began on or about 4/21/2017 and I am the sole member of the LLC. I devote about 10 hours per month to this business and none during the securities trading day. This is not a securities industry related business. 2) 3033 Ranch, LLC: This is a consulting business and I am the sole member of the LLC. I provide executive coaching to business owners/corporate executives. In this capacity I am an independent contractor to Vistage International, a peer advisory organization for executives. Business location is 3033 W Dorchester Dr, Eagle, ID 83616. The business began on or about 1/2/2022. I devote about 30 hours per month to this business. During securities trading hours I might devote .5 - 1.0 hrs. to this business. This is not a securities industry related business. .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Gambassi'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

June 4, 2009 - Present

GEM STATE INVESTMENT ADVISORS

Office #1: 4346 W Rose Hill St., Boise, ID 83705

RIA

CRD#: 150171

Boise, ID

Current

January 4, 2024 - Present

MCMILLEN & COMPANY, INC.

Office #1: 4346 W Rose Hill St, Boise, ID 83705

RIA

CRD#: 140876

BOISE, ID

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

Idaho
(6/4/2009)

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: 2/28/2009

Uniform Investment Adviser Law Examination

Current Firm

GEM STATE INVESTMENT ADVISORS

GAMBASSI, RONALD | GEM STATE INVESTMENT ADVISORS, LLC | GEM STATE INVESTMENT ADVISORS

CRD#: 150171 / SEC#:

Connecticut

Registered Investment Advisory firm - (12/2/2024 Terminated)

Idaho

Registered Investment Advisory firm - (6/4/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4346 W Rose Hill St., Boise, ID 83705

Mailing Address

4346 W Rose Hill St., Boise, ID 83705

Phone number

(208) 890-5680

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 102,104,351

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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Ronald Gambassi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Gambassi's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEM STATE INVESTMENT ADVISORS

MCMILLEN & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2009

Current Firm

GEM STATE INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GEM STATE INVESTMENT ADVISORS

TRUST BUT VERIFY

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