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Keith Robert Gontarz

Congress Asset Management Company, LLP

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About Keith Robert Gontarz

Keith Robert Gontarz is a registered Investment Advisor Representative with Congress Asset Management Company, LLP. Keith is a Chartered Financial Analyst and holds Series 66 and Series 7 licenses. Keith is an experienced professional with extensive experience in the financial services industry. Keith has worked at Congress Asset Management Company, LLP since 2017 and also worked for GW&K Investment Management and WELLS FARGO FUNDS DISTRIBUTOR, LLC.

Firm Information

Keith Gontarz is currently registered with Congress Asset Management Company, LLP. Congress Asset Management Company, LLP is a Boston, MA-based investment advisor with approximately $12,146,933,847 in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other clients. They also offer educational seminars and selection of other advisers.
Congress Asset Management Company, LLP

2 SEAPORT LANE

BOSTON, MA 02210-2001

$12.15B

Assets Under Management

26

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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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 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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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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Keith Gontarz’s Registration & Firm History

MA

10/09/2020 - Present

Congress Asset Management Company, LLP (BOSTON MA)

MA

01/04/2010 - 05/24/2010

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MA

07/03/2009 - 01/04/2010

EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Robert Gontarz.
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