Gabriel Tessar
Gabriel Tessar is a registered investment advisor at Trident Advisors LLC, based in Woodbury, NY, with 38 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 41 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trident Advisors does not directly charge investment advisory fees. Instead, it receives a portion of the 'wrap fees' that clients pay to third-party advisors like RBC Correspondent Services, Good Harbor Financial, North Coast Asset Management, or Tactical Allocation Group. The maximum wrap fee charged by these advisors is 3%, but rates may be negotiable. Clients should review the wrap fee brochure of each third-party advisor for full details.
Location
181 Crossways Park Drive, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2024Regulatory
December 1989Other Business Activities
Gabriel established Tessar Wealth Management Inc in 2012 for tax and investment purposes. He spends minimal time on this activity.
Employment History
Current Registrations
Trident Advisors LLC
Trident Partners LTD.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Greenpoint Securities LLCBroker
Essex National Securities, INC.Broker
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Robert Thomas Securities, INCBroker
Shearson Lehman Hutton INC.Broker
National Securities Network, INC.Broker
Securities USA, INC.Broker
J. W. Gant & Associates, INC.Broker
Investors Center, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations12 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.