Ronald Gelok & Associates, LLC

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AAG Capital Inc and Prudent Publishing / The Gallery Collection. Outside of his advisory role, he serves as a group fitness instructor at the Madison and Meadowlands YMCA locations. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental analysis and client-specific portfolio construction, often utilizing independent managers and direct investments in mutual funds, ETFs, and equities.

Ronald Gelok Jr. is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has held roles at firms including Purshe Kaplan Sterling Investments and has maintained a part-time legal practice as an attorney for over 30 years. Outside of advising, he serves as president of an export marketing company and has experience in insurance sales management. Ronald Gelok & Associates provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach that emphasizes fundamental analysis and uses independent money managers and sub-advisors, including a wrap fee program to manage client assets.

Daniel Sherman is a financial advisor at Ronald Gelok & Associates, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance Company, Lenox Advisors, Bank of America, and Merrill Lynch. Outside of advisory work, he serves as an ocean lifeguard. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach emphasizes fundamental analysis and client-specific portfolio construction, utilizing independent managers and direct investments with ongoing monitoring and quarterly reviews.

Brian Ginty is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Merrill, Bank of America, MassMutual, and MML Investors Services. In addition to his advisory work, he is involved in the sale of life insurance and non-variable annuities. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and client-specific portfolio construction, often utilizing independent managers and discretionary management platforms.