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CRD#: 156402

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for GALLATIN ADVISERS LLC Comes From

Understanding the Statistics for GALLATIN ADVISERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Registered
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
444 Madison Avenue 29th Floor, New York, NY 10022
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV
Part 2 Brochures
ADV FORM 2A (3/28/2013)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at GALLATIN ADVISERS LLC

Chad William Lawyer
AdvisorCheck Check Mark

Chad William Lawyer

Chad William Lawyer, Chad Lawyer
IAR
CRD#: 6107777
CFP®: Certified Financial Planner
Location:
Tucson, AZ 85718

Registered Affiliation(s):LIFE STRATEGY PARTNERS

Disclosures:
Experience:
9 years
Alice Ruiz
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Alice Ruiz

Alice Marina
IAR
RR
CRD#: 5526482
Location:
San Diego, CA

Registered Affiliation(s):SCHWAB WEALTH ADVISORY, INC.

Disclosures:
Experience:
17 years
GO
AdvisorCheck Check Mark

Gregory Andrew Obin

IAR
RR
CRD#: 8008969
Location:
Doylestown, PA 18901

Registered Affiliation(s):ALDEN INVESTMENT GROUP

Disclosures:
Experience:
1 year
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