TrueAdvisor
TrueAdvisor
GS
GS

Gabriel Simon

Wells Fargo Advisors
29 Years of Experience
Red Bank, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Gabriel Simon is a registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 29 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

331 Newman Springs Road Building 3 Suite 330, [Satellite], Red Bank, NJ, 07701

Get directions

History

Regulatory History (1)
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
June 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 7 mos
Wells Fargo Advisors
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
April 2010 - March 2025 · 14 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2010 - March 2025 · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2010 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2010 · 6 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
July 2004 - October 2004 · 3 mos
Quick & Reilly, INC.Broker
April 2002 - October 2004 · 2 yrs 6 mos
M. H. Meyerson & CO., INC.Broker
October 1998 - October 2001 · 3 yrs
Patterson Travis, INC.Broker
January 1997 - November 1998 · 1 yr 10 mos
Janssen-Meyers Associates, L.P.Broker
December 1996 - January 1997 · 1 mo
State Registrations13 states
AZCADEFLMDMOMTNCNJNYORPASC
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.
More Advisors
More financial advisors in Red Bank, NJ →All financial advisors in New Jersey →