Gary Tickel
Advisor at Inplay Global Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Inplay Global Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
San Marino, CA 91108
Credentials
Series 63, Series 65
Industry experience
36 years
Gary Tickel is the sole advisor at Inplay Global Advisors, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at multiple firms including Futu Wealth Advisors Inc, Moomoo Financial Inc, and Boustead Securities, LLC. Outside of his advisory role, Tickel is the founder of Data Collider Technology LLC, a data center colocation startup, and is involved in several nonprofit benefit corporations focused on community support. Inplay Global Advisors provides non-discretionary portfolio management, private fund manager referrals, and real estate operations management to individuals, high-net-worth clients, corporations, and specified real estate entities. The firm’s engagements are frequently project-driven with fixed or hourly fees and include institutional-sized assignments typically involving $10 million or more.
Based on Inplay Global Advisors
Based on Inplay Global Advisors
Fixed project fees start at $25,000 minimum, billed $10,000 per month until completion
$0 - $1,000,000: 3.00% annually (0.75% quarterly maximum) $1,000,001 - $2,000,000: 3.00% annually (0.75% quarterly maximum) $2,000,001 - $3,500,000: 2.00% annually (0.50% quarterly maximum) $3,500,001+: 1.00% annually (0.25% quarterly maximum)
$525 per hour, invoiced monthly
Account minimum: $25,000 Minimum fee: Minimum account balance of $25,000 for starting or maintaining an AUM Program account; Project-based fixed fees start at $25,000 minimum Fee-only: Hourly fees at $525 per hour; Fixed project fees starting at $25,000 minimum, billed $10,000 per month until completion; Fees are negotiable
1613 Chelsea Rd 838
San Marino, CA 91108
California
Futu Wealth Advisors Inc
2020 - 2023 (3 years)
Futu Futures Inc
2020 - 2023 (3 years)
Futu Clearing Inc
2019 - 2020 (1 year)
Boustead Securities, LLC
2017 - 2017 (1 year)
Moomoo Financial Inc
2017 - 2023 (6 years)
Fintech Clearing, LLC
2017 - 2017 (1 year)
Fortrend Securities Inc
2016 - 2018 (2 years)
SharesPost Financial Corporation
2016 - 2017 (1 year)
Fmn Capital Corporation
2014 - Present (12 years)
Financial Management Network Inc
2014 - 2024 (10 years)
Inplay Global Advisors
2013 - Present (13 years)
Cathay Management & Research
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Other specialized services
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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