GK
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Gabriel Krawczak

31 Years of Experience
Washington, DC
2 DisclosuresBroker

Gabriel Krawczak is a registered investment advisor at Truist Advisory Services, INC., based in Washington, DC, with 31 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

2929 M Street Nw, Washington, DC, 20007

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2018
Denied
Customer Dispute
April 2014
Settled
Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 9 yrs 8 mos
Truist Investment Services, INC.
May 2000 - Present · 26 yrs
Truist Investment Services, INC.Broker
May 2000 - Present · 26 yrs
Previous Registrations
Suntrust Investment Services, INC.
January 2003 - December 2016 · 13 yrs 11 mos
Crestar Securities CorporationBroker
January 1998 - May 2000 · 2 yrs 4 mos
Olde Discount CorporationBroker
August 1994 - September 1997 · 3 yrs 1 mo
American Express Financial Advisors INC.Broker
November 1993 - July 1994 · 8 mos
Ids Life Insurance CompanyBroker
November 1993 - July 1994 · 8 mos
State Registrations30 states
AKALAZCACODCDEFLGAIDILINKYMAMDMINCNJNMNYOHORPASCTNTXUTVAWAWV
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.
Gabriel Krawczak - Financial Advisor | TrueAdvisor