Robert
Lockery
Ganim Private Wealth
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About this Advisor
Robert Lockery is a financial advisor based in Shelton, Connecticut, working with Ganim Private Wealth. Robert has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, Massmutual Life Insurance Co, Mml Investors Services LLC, Ganim Financial, Gfs Wealth Management Advisors Inc Dba Ganim Financial, and Kestra Investment Services, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Robert is part of Ganim Private Wealth, which operates out of Shelton, Connecticut. The firm has 6 employees and manages assets totaling $131.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ganim Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ganim Private Wealth Brokerage Details
$131,543,639
6
56
$2,348,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Lockery Work History
Gfs Wealth Management Advisors Inc Dba Ganim Financial
Ganim Financial
Kestra Investment Services, LLC
Massmutual Life Insurance Co
Mml Investors Services LLC
Guardian Life Insurance Company
Park Avenue Securities
Disclosures
Please visit the SEC profile of Robert Lockery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ganim Private Wealth
Shelton, CT
Shelton, CT
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