CV
CV

Christian Vivas

2 Years of Experience
Broker

Christian Vivas is a registered investment advisor at Ronald Gelok & Associates, LLC, based in Parsippany, NJ, with 2 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 135 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
135 clients
Average Client Portfolio
$490K average
Assets Under Management
$66.2M

Fee Structure

Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

RGA, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1055 Parsippany Blvd, Suite 305b, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christian works as a group fitness instructor at Madison YMCA since December 2021, dedicating a few hours per week. He also works as a group fitness instructor at Meadowlands YMCA since September 2018, dedicating minimal time.

Employment History
Current Registrations
Ronald Gelok & Associates, LLC
February 2025 - Present · 1 yr 2 mos
Aag Capital, INCBroker
November 2023 - Present · 2 yrs 5 mos
Aag Capital, INC
November 2023 - Present · 2 yrs 5 mos
State Registrations5 states
MDMINCNJPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.