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Gretchen Beth Golembewski

Assetmark, Inc.

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About Gretchen Beth Golembewski

Gretchen Golembewski has been working in the financial industry since 1997. Currently, Gretchen is registered with Assetmark, Inc. in Concord, California and Centerville, Massachusetts. Gretchen holds Series 6, 7, 24, 63, and 65 licenses, and the SIE exam. Gretchen has previously worked for Capital Brokerage Corporation, LPL Financial LLC, Fidelity Brokerage Services LLC, FIS Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gretchen specializes in providing financial services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.

Firm Information

Gretchen Golembewski is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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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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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Gretchen Golembewski’s Registration & Firm History

CA

09/07/2011 - Present

Assetmark, Inc. (CONCORD CA)

VA

12/04/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

09/06/2011 - 11/15/2013

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

02/24/2003 - 08/01/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

RI

08/25/1999 - 02/18/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

03/10/1997 - 01/08/1999

FIS SECURITIES, INC. (BOSTON MA)

NY

09/10/1996 - 03/06/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Beth Golembewski.
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