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Gavin Patrick Doyle

Investment adviser representative at Centric Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$792.9MFirm assets
21 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Centric Wealth Management, LLCJun 2023 to now
  2. Old Goat TavernFeb 2020 to Jan 2021
  3. Blain's Farm and FleetFeb 2020 to Aug 2020
  4. Butler NationalApr 2015 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (IL).

Centric Wealth Management, LLC

$792.9MAssets managed
583Clients
7Advisers
21 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
7767940
Firm CRD
133877
Advisor's SEC record (opens in a new tab)
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