Gavin T. Gleason
Investment adviser representative at The Gleason Group, Inc.
11 yearsExperience
4 statesRegistered in
$1.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Gleason Group, Inc.May 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (FL, HI, KY, TX).
The Gleason Group, Inc.
$1.6BAssets managed
276Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4464641
- Firm CRD
- 175104