Gary W. Boatman

BOATMAN WEALTH MANAGEMENT

Monessen, PA 15062

Some features on this profile are disabled

CRD#: 5699740

Professional summary

Gary William Boatman MR, CFP®, who also goes by Gary William Boatman, is a registered financial advisor currently at BOATMAN WEALTH MANAGEMENT, LLC located in Monessen, Pennsylvania.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gary has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary William Boatman

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)Valley Tax Services, LLC; non-investment related; Monessen, PA; tax preparation; Managing Member; started 09/2009; Approximately 10% of time. 2)Gary William Boatman - sole proprietor; investment related; Monessen, PA; insurance services and sales and college planning; insurance agent; started 01/1979; Approximately 10% of time. 3)Mon-Valley Shopping Center; non-investment related;PA; Owner; started 03/1985; Approximately 3% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Boatman MR'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: 1991

Experience

Current

September 1, 2009 - Present

BOATMAN WEALTH MANAGEMENT, LLC

Office #1: 2 Eastgate Avenue Suite 5, Monessen, PA 15062

RIA

CRD#: 151150

Monessen, PA

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

Pennsylvania
(9/1/2009)

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

Current Firm

BOATMAN WEALTH MANAGEMENT, LLC

CRD#: 151150 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/1/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2 Eastgate Avenue Suite 5, Monessen, PA 15062

Mailing Address

Phone number

(724) 684-6600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 3,000,000

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.

Similar Advisors

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gary W. Boatman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Boatman MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOATMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

BOATMAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOATMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors