Adam
Gagas
Rockbridge Investment Management, LLC
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About this Advisor
Adam Gagas is a financial advisor based in Syracuse, New York, working with Rockbridge Investment Management, LLC. Adam has previously held positions at Disciplined Capital Management LLC, Breakwall Asset Management, and Rockbridge Investment Management, LLC. Adam has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Adam is part of Rockbridge Investment Management, LLC, which operates out of Syracuse, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $1.5 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, and portfolio management for institutional clients. The fee structure at Rockbridge Investment Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockbridge Investment Management, LLC Brokerage Details
$1,485,188,276
21
3,887
$382,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Adam Gagas Work History
Rockbridge Investment Management, LLC
Disciplined Capital Management LLC
Breakwall Asset Management
Disclosures
Please visit the SEC profile of Adam Gagas 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 Rockbridge Investment Management, LLC
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
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