GaryVassalotti- Financial Advisor Duncansville, PA

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About Gary Vassalotti

I began my career as an Equity Analyst and Portfolio Manager for First American Bank, NA in Washington, DC. At first American, I covered many different sectors and countries. First Union National Bank subsequently acquired first American, where I continued as an equity analyst until joining a small independent investment counselor, Montag Management.

After working for two years at Montag Management, setting up investment systems and procedures, I left and started VIMCOR in 1998. Wall street style research reports where generated and published by Investrends, Inc.

See Disclosures

General Information

Firm Start Year

1996

No. of Employees

CRD#

2563777

Firm CRD#

119009

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

First American Bank, NA (Washington, DC) -Equity Analyst/ Portfolio Manager First Union Bank. NA (Charlotte, NC) - Equity Analyst/ Portfolio Manager Montag Management Corp (Charlotte, NC) - Equity Analyst/ Portfolio Manager VIMCOR (current employer)- President, Equity Analyst/ Portfolio Manager

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Advisor's Number of Clients

LIFA, MBA

Assets Managed by Advisor

$10,127,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

Hourly Rate

Minimum Fee Charged for Managed Accounts

Education

BACHELORS OF SCIENCE - FINANCE

THE PENNSYLVANIA STATE UNIVERSITY
08/15/1983 -06/15/1987

MBA - BUSINESS

UNIVERSITY OF THE PEOPLE
09/08/2018 -06/01/2020

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1818035/paladinregistry-Vimcor-detailed-disclosure.html

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Paladin Research Report For:

Gary Vassalotti

Vimcor