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George S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith IV is a financial advisor at Ridgegate Advisors, LLC in Englewood, Colorado, holding a Series 65 designation. He has been with Ridgegate Financial since 2016. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis while employing both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Christopher R

Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Coleman B

CFP®, Series 65, Series 63

Englewood, CO

Ridgegate Advisors, LLC

Coleman Benson is a CFP® with eight years of experience in the financial services industry. He is currently with Ridgegate Advisors, LLC and has previously worked with AE Wealth Management, LLC and Emerson Equity LLC. His background includes roles in investment advisory, securities sales, and insurance. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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Alexander S

Series 66

Englewood, CO

Ridgegate Advisors, LLC

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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George S

ChFC®, Series 65, Series 63

Englewood, CO

Ridgegate Advisors, LLC

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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William S

CFP®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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David S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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