Christian A. Vivas

RONALD GELOK & ASSOCIATES

Parsippany, NJ 07054

CRD#: 7794487

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Professional summary

Christian Anthony Vivas, who also goes by Christian VIvas, is a registered financial advisor currently at RONALD GELOK & ASSOCIATES, LLC located in Parsippany, New Jersey and AAG CAPITAL, INC located in Wesley Chapel, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Christian has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian Vivas

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) - RIA

Click below to view Christian Anthony Vivas'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®

None

Experience

Current

February 10, 2025 - Present

RONALD GELOK & ASSOCIATES, LLC

Office #1: 1055 Parsippany Blvd, Suite 305b, Parsippany, NJ 07054

RIA

CRD#: 290950

Parsippany, NJ

Current

November 4, 2023 - Present

AAG CAPITAL, INC

Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544

CRD#: 188

Wesley Chapel, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(6/11/2025)

Michigan
(4/25/2024)

New Jersey
(11/4/2023)

IAR

New Jersey
(2/10/2025)

North Carolina
(6/4/2024)

Pennsylvania
(6/12/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/7/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 11/4/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/5/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

RONALD GELOK & ASSOCIATES, LLC

CRD#: 290950 / SEC#:

Florida

Registered Investment Advisory firm - (1/19/2018 Approved)

New Jersey

Registered Investment Advisory firm - (11/17/2017 Approved)

Texas

Registered Investment Advisory firm - (6/23/2023 Conditional Restricted)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(800) 467-8152

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	291
AUM (Assets Under Management)	$ 66,194,104

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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Christian A. Vivas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Anthony Vivas's CRS (Customer Relationship Summary).

Certified licenses

Experience

RONALD GELOK & ASSOCIATES, LLC

AAG CAPITAL, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2025

Series 63

Date: 7/1/2023

Series 6TO

Date: 11/4/2023

SIE

Date: 8/5/2023

FINRA

Current Firm

RONALD GELOK & ASSOCIATES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RONALD GELOK & ASSOCIATES, LLC

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