David
Gatti
Risk Paradigm Group, LLC
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About this Advisor
David Gatti is a financial advisor working in Burlington, Massachusetts who has 6 years of relevant experience. Gatti currently works for Risk Paradigm Group, LLC. Throughout their career, they have worked at Race Rock Capital LLC, Risk Paradigm Group, LLC and Rpg Family Wealth Advisory, LLC. Gatti maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Risk Paradigm Group, LLC is a registered investment firm that has its headquarters in Burlington, MA. The investment advisory business has a total of seven advisors. It controls $62 million in total assets across its 191 accounts, making it one of the smaller firms in the nation by assets under management. Risk Paradigm Group, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the type of services offered. Fee types charged by Risk Paradigm Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Risk Paradigm Group, LLC Brokerage Details
$62,060,325
7
191
$324,923
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Gatti Work History
David has been registered as a financial advisor for 6 years.*
Risk Paradigm Group, LLC
Rpg Family Wealth Advisory, LLC
Race Rock Capital LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Gatti 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 Risk Paradigm Group, LLC
Burlington, MA
Birmingham, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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