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Gary Cleveland Collier

Lombard Advisers Inc.

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About Gary Cleveland Collier

Gary Cleveland Collier is an investment advisor representative at Lombard Advisers Inc. Gary has been in the securities industry since November 1979 and has a total of 17 active state registrations. Gary has a background in securities, interest rate options, and general securities. The firm specializes in portfolio management for businesses and individuals. Gary has a strong track record in serving individual investors, with over 795 clients.

Firm Information

Gary Collier is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

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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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gary Collier’s Registration & Firm History

MD

09/24/2007 - Present

Lombard Advisers Inc. (BALTIMORE MD)

VA

06/29/2001 - 10/04/2007

A. G. EDWARDS & SONS, INC. (ROANOKE VA)

NJ

03/24/2000 - 07/11/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MO

12/26/1986 - 03/30/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

11/23/1979 - 01/08/1987

WHEAT, FIRST SECURITIES, INC.

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Licenses & Designations

IA

Issued 02/13/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1982

Series 5 - Interest Rate Options Examination

BC

Issued 11/17/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gary Cleveland Collier. Review regulatory record here.
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