Gavin
Doyle

Centric Wealth Management, LLC

CRD#7767940
Investment Advisor
in Chicago, IL

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About this Advisor

Gavin Doyle is a financial advisor based in Chicago, Illinois, working with Centric Wealth Management, LLC. Gavin has previously held positions at Centric Wealth Management, LLC, Butler National, Blain's Farm and Fleet, Old Goat Tavern, and as a student. Gavin has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Gavin is part of Centric Wealth Management, LLC, which operates out of Chicago, Illinois. The firm has 2 offices and 11 employees. The firm manages assets totaling $659.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Centric Wealth Management, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

333 W. Wacker Drive 6Th Floor
Chicago, IL 60606

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Centric Wealth Management, LLC Brokerage Details

Total Assets Under Management

$659,196,636

IL Average: $6,674,516,078
Total Number of Employees

11

IL Average: 44
Total Number of Accounts

1,428

IL Average: 2,564
Average Account Size

$461,622

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gavin Doyle Work History

2023 - Present (1 year)

Centric Wealth Management, LLC

2020 - 2020 (< 1 year)

Blain'S Farm And Fleet

2020 - 2021 (1 year)

Old Goat Tavern

2015 - 2023 (8 years)

Butler National

2010 - 2015 (5 years)

Student

Disclosures

Please visit the SEC profile of Gavin Doyle 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 Centric Wealth Management, LLC

Chan Lim
Chicago, IL
Juan Avila
Chicago, IL
Olga Camargo
Chicago, IL
Kelli Wang
Chicago, IL
Gavin Doyle
Chicago, IL
Catalina Ulloa
Chicago, IL
Stacie Zapfel
Chicago, IL
Garett Nesbitt
Deerfield, IL

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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