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Chase Ryan Carmichael

Gw & k Investment Management, LLC

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About Chase Ryan Carmichael

Chase Ryan Carmichael is an investment advisor representative with Gw&k Investment Management, LLC. Chase has been in the industry since 2014. Gw&k Investment Management, LLC is a firm based in Boston, MA that offers a wide range of services including financial planning, portfolio management, and selection of other advisors. Chase specializes in providing investment advice to high-net-worth individuals, corporations, and investment companies.

Firm Information

Chase Carmichael is currently registered with Gw & k Investment Management, LLC. Gw&k Investment Management, LLC is an investment firm headquartered in Boston, Massachusetts. They manage a variety of assets, including those for high-net-worth individuals, corporations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors. The firm oversees over $50 billion in assets.
Gw & k Investment Management, LLC

222 BERKELEY STREET

BOSTON, MA 02116

$50.70B

Assets Under Management

22

Total Clients

8

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Chase Carmichael’s Registration & Firm History

MA

01/09/2024 - Present

Gw&k Investment Management, LLC (BOSTON MA)

FL

01/12/2017 - 05/02/2019

TD AMERITRADE, INC. (NAPLES FL)

FL

08/16/2016 - 12/13/2016

WELLS FARGO ADVISORS (BONITA SPRINGS FL)

PA

07/16/2014 - 06/02/2016

PNC INVESTMENTS (PITTSBURGH PA)

PA

02/20/2014 - 06/20/2014

INVESTMENT PROFESSIONALS, INC. (CLARION PA)

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Licenses & Designations

BOTH

Issued 09/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Ryan Carmichael.
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