Naples, FL Office
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Ronald Gelok & Associates, LLC
Supported
Firm-wide stats for Ronald Gelok & Associates, LLC
About
RGA manages about $75 million for roughly 230 clients and serves individuals (including high‑net‑worth and non‑HNW), retirement and profit‑sharing plans, trusts, estates, charities, and business entities. Its services include comprehensive financial planning and consulting, discretionary investment management (fee‑based) and access to brokerage and insurance products through affiliated and third‑party providers.
The firm generally implements portfolios by recommending independent managers and using sub‑advisory platforms, including arrangements with Brookstone Capital and Accurate Wealth Management, and it operates a wrap‑fee program through AWM that bundles manager and transaction costs. RGA’s investment process emphasizes fundamental analysis and tailors manager selection to each client’s risk tolerance and objectives, with ongoing monitoring and at least quarterly account reviews.
Distinctive features disclosed in the brochure include affiliations with an insurance agency and a broker‑dealer (permitting supervised persons to sell commissionable products), and the firm’s principal maintaining a part‑time law practice; the firm also offers optional access to the EstateGuru online estate‑planning platform, with related conflicts disclosed. The firm also debits fees through its sub‑advisors and sponsors a wrap‑fee program—arrangements that are less common among similar supported firms.
Based on Ronald Gelok & Associates, LLC
Expertise
Based on Ronald Gelok & Associates, LLC
Location
999 Vanderbilt Beach Road, Suite 200
Naples FL 34108
Advisors at this office
2
Advisors at this office
Ronald G
Series 63, Series 66
Naples, FL
Ronald Gelok & Associates, LLC
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. His career includes roles at Purshe Kaplan Sterling Investments, GF Investment Services, and Global Financial Private Capital. Outside of advising, he maintains a part-time law practice and serves as president of an export marketing company. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, including individuals, retirement plans, trusts, and charities. The firm offers comprehensive financial planning and discretionary investment management, utilizing independent managers and sub-advisory platforms tailored to client risk tolerance and objectives.
Brian G
Series 63, Series 65
Naples, FL
Ronald Gelok & Associates, LLC
Brian Ginty is a financial advisor at Ronald Gelok & Associates, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Bank of America, and Merrill. In addition to his advisory role, Ginty is licensed as an agent for life insurance and non-variable annuities. Ronald Gelok & Associates, LLC manages approximately $75 million for about 230 clients, serving individuals, retirement plans, trusts, charities, and business entities. The firm offers comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, emphasizing fundamental analysis and tailored manager selection aligned with client risk tolerance and objectives.
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