Parsippany, NJ 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
1055 Parsippany Boulevard, Suite305 B
Parsippany NJ 07054
Advisors at this office
2
Advisors at this office
Christian V
Series 63, Series 65
Parsippany, NJ
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 designations. Outside of his advisory role, Vivas works as a group fitness instructor at local YMCA facilities, leading pre-choreographed exercise classes. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and discretionary investment management, emphasizing fundamental analysis and tailored manager selection aligned with clients’ risk tolerance and goals.
Daniel S
Series 63, Series 65
Parsippany, NJ
Ronald Gelok & Associates, LLC
Daniel Sherman is a financial advisor at Ronald Gelok & Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, Lenox Advisors, Merrill, and Morgan Stanley. Outside of his advisory work, he serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning and discretionary investment management, emphasizing fundamental analysis and tailored manager selection aligned with clients’ risk tolerance and objectives.
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