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Robert James Marassa

Pacific Gate Advisors, LLC

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About Robert James Marassa

Robert Marassa is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with Pacific Gate Advisors, LLC in Brentwood, Tennessee. Robert holds the Series 7, 24, 63, and 65 licenses. Robert has a strong track record of success in providing investment advice to individuals and families. Robert is committed to helping clients achieve their financial goals.

Firm Information

Robert Marassa is currently registered with Pacific Gate Advisors, LLC. Pacific Gate Advisors, LLC is a Limited Liability Company formed in July 2017. The firm is registered in California, Tennessee, and Texas. They have one approved SEC registration and three approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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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Robert Marassa’s Registration & Firm History

TN

01/06/2016 - Present

Pacific Gate Advisors, LLC (Brentwood TN)

NY

08/26/2015 - 01/05/2016

V2V SECURITIES LLC (NEW YORK NY)

IL

11/17/2005 - 10/23/2009

ADVANCED EQUITIES, INC. (CHICAGO IL)

NY

04/08/2002 - 11/18/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

FL

04/06/2001 - 05/10/2002

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

IL

04/01/1997 - 06/14/2001

MADISON SECURITIES, INC. (CHICAGO IL)

NY

12/19/1995 - 02/04/1997

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

CO

09/25/1995 - 11/30/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 08/27/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/31/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/10/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James Marassa. Review regulatory record here.
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