RPG FAMILY WEALTH ADVISORY, LLC of BURLINGTON, MA is an SEC-registered investment adviser (CRD 158528). Regulatory assets under management: $700.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Michael Gatti | CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER | — |
| Mariann Dube | CHIEF ADMINISTRATIVE OFFICER | — |
| Robert Duff Mccauley | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| PETERS JAMES F | MANAGING DIRECTOR, INVESTMENT COMMITTEE CO-CHAIR | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GATTI DAVID MICHAEL | CEO AND PARTNER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER (+1 more) | — |
| REINKING MARK BOYD | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER, MANAGING DIRECTOR (+2 more) | — |
| MAGINNIS HUGH PATRICK | MANAGING DIRECTOR; MANAGING MEMBER, MANAGING DIRECTOR; MEMBER (+1 more) | — |
| JENSEN CHRISTOPHER STEPHEN | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; COO AND PARTNER (+6 more) | — |
| REINKING ADAM B | MEMBER; MEMBER, PARTNER; PARTNER | — |
| MCGINTY JASON ALLEN | FOUNDING PARTNER; MEMBER; PARTNER | — |
| KIEFER SAMUEL MCMANUS | MEMBER, PARTNER AND INVESTMENT ADVISOR REPRESENTATIVE; PARTNER; PARTNER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| BAZYLINSKI STACY ANN | MEMBER, PARTNER AND DIRECTOR OF WEALTH PLANNING; MEMBER, PASSIVE INVESTOR; PARTNER (+1 more) | — |
| MCCAULEY ROBERT D | CHIEF FINANCIAL OFFICER | — |
| DUBE MARIANN | CHIEF ADMINISTRATIVE OFFICER | — |
| LAMB BRANDON L | CHIEF COMPLIANCE OFFICER | — |
| MOCCIA-CUNHA CORINNE MARIE | CHIEF COMPLIANCE OFFICER | — |
| MCCAULEY ROBERT DUFF | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Maura Dickson | CHIEF COMPLIANCE OFFICER | Burlington, MA |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |