Chief Compliance Officer, Director of Operations · Wilkins Investment Counsel, Inc
David P. Gately
CRD 4884139 · Named on Form ADV at one SEC-registered adviser
At a glance
Wilkins Investment Counsel, Inc, an SEC-registered wealth manager based in Boston, MA with $1.1 billion in regulatory assets, lists David P. Gately on its Form ADV as Chief Compliance Officer, Director of Operations.
Firms and roles
- Wilkins Investment Counsel, IncChief Compliance Officer, Director of OperationsWealth manager · Boston, MA · $1.1B in regulatory assets
AtlasMembers
David’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
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael F. CharlandPresident, Director, Wilkins Investment Counsel, Inc
- John P. WilkinsChairman, Director, Wilkins Investment Counsel, Inc
- Shane M. GarmanVice President, Director, Treasurer, Director of Research, Wilkins Investment Counsel, Inc
- Sarah R. ValerioDirector of Client Services, Wilkins Investment Counsel, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.