Gary
Abely

Certified Advisory Corp

CRD#2811837
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Gary Abely is a financial advisor based in Altamonte Springs, Florida, working with Certified Advisory Corp. Gary has previously held positions at Certified Advisory Corp, Central Florida Group Services, Inc, Gary Abely, Cpa, and Certified Insurance Corp. Gary is registered to provide services in Florida and Texas. Currently, Gary is part of Certified Advisory Corp, which operates out of Altamonte Springs, Florida. The firm has 5 offices and 37 employees. The firm manages assets totaling $2.3 billion and 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Certified Advisory Corp includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1111 Douglas Avenue
Altamonte Springs, FL 32714-2033

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Certified Advisory Corp Brokerage Details

Total Assets Under Management

$2,272,751,721

FL Average: $1,855,561,029
Total Number of Employees

37

FL Average: 62
Total Number of Accounts

5,840

FL Average: 2,474
Average Account Size

$389,170

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Gary Abely Work History

2016 - Present (9 years)

Certified Insurance Corp

2013 - Present (12 years)

Certified Advisory Corp

1990 - Present (35 years)

Gary Abely, Cpa

1990 - 2021 (31 years)

Central Florida Group Services, Inc

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Disclosures

Please visit the SEC profile of Gary Abely 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 Certified Advisory Corp

Jessica Hall
Altamonte Springs, FL
Justin Spitler
Altamonte Springs, FL
Delbert Smith
Altamonte Springs, FL
Todd Tocco
Altamonte Springs, FL
Matthew Murphy
Altamonte Springs, FL
Adam Jones
Gainesville, FL
Aaron Bert
Altamonte Springs, FL
Rodney Ownby
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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