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RIA / WealthAdvisorCertified Financial Planner22 years in industry

GARY DOUGLAS POMERANTZ

Advisor at WINGATE WEALTH ADVISORS, INC.

Lexington, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WINGATE WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Feb 26, 2004
Dual registered: no
Other names: GARY D. POMERANTZ|GARY D. POMERANTZ
IAPD individual key: 4757495

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WINGATE WEALTH ADVISORS, INC.	Independent wealth	Sep 11, 2017	n/a	yes	Lexington, MA	Current employment
EAST COAST ASSET MANAGEMENT, LLC	Mixed wealth	Jul 29, 2011	Oct 16, 2017	no	ESSEX, MA	Previous registration
LEXINGTON WEALTH MANAGEMENT, INC.	Former SEC adviser	Sep 22, 2006	Jul 19, 2011	no	LEXINGTON, MA	Previous registration
WINGATE PLANNING CORP	Former SEC adviser	Feb 26, 2004	Oct 11, 2006	no	LEXINGTON, MA	Previous registration
WINGATE WEALTH ADVISORS, INC.	Independent wealth	Feb 26, 2004	Oct 11, 2006	no	LEXINGTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EAST COAST ASSET MANAGEMENT, LLC	WINGATE WEALTH ADVISORS, INC.	Oct 16, 2017	Sep 11, 2017	-35	Firm change after gap	Other
LEXINGTON WEALTH MANAGEMENT, INC.	EAST COAST ASSET MANAGEMENT, LLC	Jul 19, 2011	Jul 29, 2011	10	Firm change	Other
WINGATE WEALTH ADVISORS, INC.	WINGATE PLANNING CORP	Oct 11, 2006	Feb 26, 2004	-958	Firm change after gap	Other
WINGATE PLANNING CORP	LEXINGTON WEALTH MANAGEMENT, INC.	Oct 11, 2006	Sep 22, 2006	-19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147910:105012:MA:2017-10-16	Oct 16, 2017	Sep 11, 2017	ESSEX, MA	Firm change after gap

Relationships

Registered with (4)

→ WINGATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 26, 2004 to Oct 11, 2006factForm ADV
→ EAST COAST ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 29, 2011 to Oct 16, 2017factForm ADV
→ LEXINGTON WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 22, 2006 to Jul 19, 2011factForm ADV
→ WINGATE PLANNING CORPRegistered adviserregistration: previous registration
Feb 26, 2004 to Oct 11, 2006factForm ADV

Dated events

No dated event names this entity yet.