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Gary Stephen Abely

Certified Advisory Corp.

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About Gary Stephen Abely

Gary Stephen Abely is a financial advisor registered with Certified Advisory Corp. Gary has been in the industry since January 1990 and is currently registered with the state of Florida and Texas. Gary also holds the Series 24 license and is a Certified Financial Planner. Gary is employed with Certified Advisory Corp. since August 2013. Gary specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

Firm Information

Gary Abely is currently registered with Certified Advisory Corp.. Certified Advisory Corp. is an investment advisor headquartered in Altamonte Springs, FL with approximately $2.3 billion in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.
Certified Advisory Corp.

1111 DOUGLAS AVENUE

ALTAMONTE SPRINGS, FL 32714-2033

$2.27B

Assets Under Management

57

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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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other

Solicitation fees

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Gary Abely’s Registration & Firm History

FL

10/04/2018 - Present

Certified Advisory Corp. (ALTAMONTE SPRINGS FL)

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Licenses & Designations

BC

Issued 09/30/1996

Series 24 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Stephen Abely.
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