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Brooklyn Gormly

Range Advisory, LLC

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About Brooklyn Gormly

Brooklyn Gormly is a financial advisor and has been in the industry for 8 years. Brooklyn is registered with the state of Kansas, Pennsylvania, Texas, and Virginia. Currently, Brooklyn is employed with Range Advisory, LLC, where she is an Investment Advisor Representative. Before Range Advisory, LLC, Brooklyn was employed with Wells Fargo Securities, LLC in Charlotte, NC and Stepp & Rothwell, Inc. in Overland Park, KS. Brooklyn is a Certified Financial Planner and holds the Series 3, 7, 99TO and SIE securities licenses. Brooklyn's specializations include Portfolio Management for Individuals, Pension Consulting, Selection of Other Advisers, and Publication of Periodicals. Brooklyn has experience working with high net worth individuals, individuals other than high net worth, insurance companies, and investment companies.

Firm Information

Brooklyn Gormly is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Membership dues

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Brooklyn Gormly’s Registration & Firm History

VA

06/26/2024 - Present

Range Advisory, LLC (MCLEAN VA)

NC

06/23/2016 - 03/31/2021

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2017

Series 3 - National Commodity Futures Examination

BC

Issued 06/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooklyn Gormly.
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