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Managing Partner/ Private Wealth Advisor · Anchyra Partners LLC

Brian P. Gately

CRD 2925557 · Named on Form ADV at one SEC-registered adviser

At a glance

Anchyra Partners LLC, an SEC-registered wealth manager based in Atlanta, GA with $689 million in regulatory assets, lists Brian P. Gately on its Form ADV as Managing Partner/ Private Wealth Advisor, a control person.

Firms and roles

  • Anchyra Partners LLCManaging Partner/ Private Wealth AdvisorWealth manager · Atlanta, GA · $689M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.