Gabrielle Sherry is a registered investment advisor at &partners, based in Littleton, CO, with 38 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
1899 W Littleton Blvd., Littleton, CO, 80120
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Regulatory History
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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Gabrielle serves on the architecture committee for Meadowglenn HOA, dedicating minimal time. She also holds power of attorney for her daughter, spending minimal time on this activity.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Harvestons Securities, INC.Broker
Wachovia Securities, LLCBroker
Boettcher & Company, INC.Broker
State Registrations23 states
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.