Investment adviser representative · The Mandell Group
Gary L. Mandell
CRD 1067317 · Chicago, IL
At a glance
Gary L. Mandell is an investment adviser representative with The Mandell Group in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gary’s SEC record dates to 1998, about 28 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- The Mandell GroupSince July 1998Chicago, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.