Gabriel Smith
Gabriel Smith is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbia, SC, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Columbia, SC
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Regulatory History (2)
Employment Separation After Allegations
May 2010Employment Separation After Allegations
February 2004Other Business ActivitiesSells Insurance
Gabriel is a branch manager at Financial Eagle LLC and an independent insurance agent for various companies. He also serves as finance chairman for Village of Hope and a director for CIRA, taking about half of his time as an advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
First Allied Securities, INC.Broker
D.E. Frey & Company, INC.Broker
State Registrations14 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.