Tony R. Gordon
Professional summary
Tony Robert Gordon, who also goes by Tony Gordon, is a registered financial advisor currently at COVATO CAPITAL MANAGEMENT, LLC located in Naples, Florida.
Tony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tony has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tony Robert Gordon's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2024 - Present
COVATO CAPITAL MANAGEMENT, LLC
June 20, 2018 - October 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 16, 2018 - October 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2024)
Exams
Current Firm
COVATO CAPITAL MANAGEMENT, LLC
CRD#: 173956 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 14,371,417 |
Red Flags
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