Joshua Michael Gatti
Investment adviser representative at Morling Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1BFirm 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 assetsHourlyFixed or flat fee
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.
- Morling Financial Advisors, LLCFeb 2025 to now
- UnemployedJul 2024 to Feb 2025
- Santa Clara UniversityJun 2022 to Jul 2024
- Jvm LendingOct 2019 to Jun 2022
- Lending ClubOct 2017 to Sep 2019
- Patelco Credit UnionSep 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morling Financial Advisors, LLC
$1BAssets managed
349Clients
17Advisers
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
- 8179887
- Firm CRD
- 111819