Joseph
Gormley
Portsmouth - Smartlife Financial Group, LLC
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About this Advisor
Joseph Gormley is a financial advisor operating out of Princeton, New Jersey who has 4 years of relevant experience. Gormley is on the advisory team at Portsmouth - Smartlife Financial Group, LLC. Throughout their career, they have worked at Gormley & Co, Joseph Gormley Insurance Agent, Joseph Gormley, Cpa, Glen Eagle Advisors, LLC, 6 Crowne Point LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Smartlife Financial Group LLC, Portsmouth Financial Services and Portsmouth-Smartlife Financial Group, LLC. Gormley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Delaware and New Jersey. Portsmouth - Smartlife Financial Group, LLC is a financial advisory firm operating out of Atlanta, GA. The firm has offices in nine locations and a total of 11 employees. It oversees $216 million in assets among its 1,207 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The advisory firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial advisory fee schedules usually depend on which service is provided. Fees charged by Portsmouth - Smartlife Financial Group, LLC likely include some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portsmouth - Smartlife Financial Group, LLC Brokerage Details
$216,000,000
11
1,207
$178,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Joseph Gormley Work History
Joseph has been registered as a financial advisor for 4 years.*
Portsmouth-Smartlife Financial Group, LLC
Portsmouth Financial Services
Gormley & Co
Joseph Gormley, Cpa
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Smartlife Financial Group LLC
6 Crowne Point LLC
Glen Eagle Advisors, LLC
Joseph Gormley Insurance Agent
*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 Joseph Gormley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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