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TG

Troy M. Gayle

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CRD#: 5925156
TG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Troy Marshall Gayle was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 2011. Troy had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 2, 2011 - June 26, 2014

EXCELSIA, INC.

RIA
CRD#: 125320
SAVANNAH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


EI
EXCELSIA, INC.
DRAUGHN PARTNERS, INC. | LIVINGSTON CAPITAL MANAGEMENT, INC. | EXCELSIA, INC.

CRD#: 125320 / SEC#: 801-61798

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Contact information


Main Address
24 Drayton St. Suite 501, Savannah, GA 31401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/14/2015)

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.

Company Information


EXCELSIA, INC.

CRD#: 125320

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