CG
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Cristina Gabalda

26 Years of Experience
Alexandria, VA
Broker

Cristina Gabalda is a registered investment advisor at Ameriprise Financial Services, LLC, based in Alexandria, VA, with 26 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5680 King Centre Dr Ste 600, Alexandria, VA, 22315

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Cristina owns a single-family real estate property since 2019. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2022 - Present · 3 yrs 8 mos
Ameriprise Financial Services, LLC
September 2022 - Present · 3 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2022 · 13 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2022 · 13 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Deutsche Bank Securities INC.
October 2006 - March 2009 · 2 yrs 5 mos
Deutsche Bank Securities INC.Broker
January 2001 - March 2009 · 8 yrs 2 mos
Db Alex. Brown LLCBroker
November 1999 - January 2001 · 1 yr 2 mos
Salomon Smith Barney INC.Broker
April 1999 - October 1999 · 6 mos
State Registrations14 states
ALCADCFLILMDNCNJNVOHSCTXVAWV
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.