Uday Gogate
Advisor at Gogate, Uday S.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gogate, Uday S.
Location
North Brunswick, NJ
Credentials
Series 65
Industry experience
16 years
About
Uday Gogate is the sole advisor at Gogate, Uday S., an independent firm based in North Brunswick, NJ. He holds a Series 65 credential and has 16 years of industry experience, having led his firm since 2009. The firm provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations. It focuses on tailored asset allocation and income-generating securities, managing approximately $26 million across a small client base with a relatively high account minimum.
Fee options
$0 - $999,999: 0.25% quarterly $1,000,000 - $3,000,000: 0.20% quarterly $3,000,000+: 0.15% quarterly
Account minimum: $400,000
Location
North Brunswick, NJ
Most active in
Uday G has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Gogate Uday S.
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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