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Gary M Shor

Gary M Shor

Description

Gary Shor is a financial professional at American Economic Planning Group Inc, a $696M dollar RIA based in Warren, NJ. Gary has held an industry securities registration for 6 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Gary M Shor has not answered any questions on Financial Q&A.

Top Guides

Gary M Shor has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans
Banking or Thrift Institutions
Charitable Organizations
State or Municipal Government Entities
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
American Economic Planning Group Inc 8 years, 7 months Nov 2004 - Present
Cit Group 7 years, 1 month Oct 1997 - Nov 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 01/10/2006, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
01/10/2006
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 03/11/2006

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges