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Gavin Matthew Borzello

American Wealth Management, Inc.

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About Gavin Matthew Borzello

Gavin Borzello is a registered investment advisor representative with American Wealth Management, Inc. Gavin has been in the financial services industry since July 15, 1999. Gavin has been registered as a broker-dealer in 27 states and is also registered as an investment advisor representative in 5 states.

Firm Information

Gavin Borzello is currently registered with American Wealth Management, Inc.. American Wealth Management, Inc. is a corporation formed in November 1989 and based in Alpharetta, Georgia. They provide investment advisory services to individuals and other investment advisors. The firm manages over $217 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth individuals. They are registered with the SEC and in 36 states.
American Wealth Management, Inc.

3480 PRESTON RIDGE ROAD

ALPHARETTA, GA 30005

$217.52M

Assets Under Management

Not reported

Total Clients

12

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 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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percentage of assets

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

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Gavin Borzello’s Registration & Firm History

GA

12/15/2022 - Present

American Wealth Management, Inc. (Alpharetta GA)

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Licenses & Designations

IA

Issued 12/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gavin Matthew Borzello.
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