GS
Gordon Stockman
EWM ADVISORY
BUFFALO, NY 14221
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CRD#: 6603429
GS
Professional summary
Gordon Stockman is a registered financial advisor currently at EWM ADVISORY located in Buffalo, New York.
Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gordon has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gordon Stockman'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®
NoneExperience
Current
April 2, 2024 - Present
EWM ADVISORY
Office #1: 1967 Wehrle Drive, Suite 3-099, Buffalo, NY 14221RIA
CRD#: 282616
BUFFALO, NY
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
New York(4/2/2024)
Current Firm
EA
EWM ADVISORY
EWM ADVISORY | EWM ADVISORY, LLC
CRD#: 282616 / SEC#:
New York
Registered Investment Advisory firm - (4/18/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1967 Wehrle Drive, Suite 3-099, Buffalo, NY 14221
Mailing Address
Phone number
(647) 270-9809
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 5,012,601 |
Red Flags
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Company Information
EWM ADVISORY
CRD#: 282616Buffalo, NY 14221TRUST BUT VERIFY
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