Patrick R. Gorgonzola
Professional summary
Patrick Randall Gorgonzola, CFP®, CPWA®, who also goes by Patrick R Gorgonzola, is a registered financial advisor currently at THE FAIRMAN GROUP, LLC located in Chesterbrook, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Randall Gorgonzola's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Start date: 2022-03-22
Expire date: 2024-02-29
Experience
November 18, 2016 - Present
THE FAIRMAN GROUP, LLC
Office #1: 1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570August 12, 2014 - September 15, 2016
VANGUARD ADVISERS, INC.
July 12, 2012 - September 15, 2016
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
THE FAIRMAN GROUP, LLC
CRD#: 121492 / SEC#: 801-61326
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2016)
Exams
Current Firm
THE FAIRMAN GROUP, LLC
CRD#: 121492 / SEC#: 801-61326
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 851,000,605 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/28/2023 | ||
| 10/28/2022 | ||
| 03/28/2022 |
Red Flags
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