Troy H. Gomer

BALA CYNWYD, PA

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CRD#: 7737219

Professional summary

Troy Harrison Gomer, who also goes by Troy Gomer, Troy H Gomer, was a registered financial advisor .

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Troy had worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Troy Gomer | Troy H Gomer

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Armen Chevrolet NON-INVESTMENT RELATED ADDRESS (City/State): 125 E. Lancaster Avenue Ardmore, PA 19003 NATURE OF BUSINESS: Automotive POSITION: Sales Associate START DATE (Month/Year): 5/2020 APPROXIMATE HOURS PER MONTH: 40 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: My primary responsibilities are answering existing customers with product questions, scheduling service appointments for existing customers, onboarding customers with their new vehicles, fielding incoming phone calls in reference to vehicles in inventory

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

Current

September 3, 2025 - Present

BALA CYNWYD, PA

Past

May 15, 2025 - July 18, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

July 12, 2023 - July 18, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, 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
(9/3/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/26/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/31/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/12/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/9/2023

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Troy H. Gomer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2023

Series 63

Date: 7/31/2023

Series 7TO

Date: 7/12/2023

SIE

Date: 5/9/2023

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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