David Gatti has been Chief Executive Officer, Founding Partner of RPG Family Wealth Advisory since September 2011, is a control person of the firm and directly owns under 5% of it. David Gatti holds a B.S. in Business Administration from the University of Massachusetts Lowell.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
David M. Gatti is Chief Executive Officer, Chief Investment Officer and Founding Partner of RPg Family Wealth Advisory. He joined the firm in 2011 and has more than 25 years of investment, portfolio and wealth management experience. Previously he was Managing Director of the Twin Lights Group of Morgan Stanley Smith Barney, which specialized in the creation, implementation and management of standard and customized hedge fund portfolios.
David Gatti’s longest registration is the current one, 15 years at RPG Family Wealth Advisory since 2011.
- Risk Paradigm Group, LLCAlso current– present · 9 yearsBurlington, MA · Adviser representative · Firm CRD 155870
- – present · 15 yearsBurlington, MA · Adviser representative · Firm CRD 158528
Investment adviser representative registrations
David Gatti is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2011.
- MassachusettsSince 5 October 2011
- TexasResidentSince 5 October 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 21 September 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 January 1994 |
| Series 7 | General Securities Representative Examination | 27 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Gatti
- CRD
- 2415422
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Role
- Chief Executive Officer, Founding Partner
- Office
- 25 BURLINGTON MALL ROAD, SUITE 404, Burlington, MA 01803
- Registration
- Investment adviser registration
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rpgfamilywealthadvisory.com
Where does David Gatti work?
David Gatti has been Chief Executive Officer, Founding Partner of RPG Family Wealth Advisory, LLC since September 2011, and is a control person of the firm.
Is David Gatti a financial advisor?
Yes. David Gatti has a current investment-adviser registration in Massachusetts and Texas, through RPG Family Wealth Advisory since October 2011.
How many years of experience does David Gatti have?
David Gatti has 15 years in the financial industry, since October 2011, across 2 adviser firms.
What exams has David Gatti passed?
David Gatti has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in December 1993. FINRA credited David Gatti with the SIE, which began in October 2018.
Where is David Gatti based?
David Gatti’s registered office is in Burlington, MA.
Is David Gatti registered with FINRA?
No. David Gatti has no current broker registration.
How can I verify David Gatti’s record?
Search CRD 2415422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Gatti’s full registration record.