GH
GH

Gabrielle Hodgson

22 Years of Experience
Denver, CO
Broker

Gabrielle Hodgson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Denver, CO, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

200 Josephine St, Denver, CO, 80206

Get directions

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.

Learn about disclosures →
Other Business Activities

Gabrielle is a board member for the American Heart Association, a non-profit organization. She dedicates minimal time per week to help the local Denver chapter plan, educate, and promote healthy living.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - Present · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - Present · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
August 2012 - October 2018 · 6 yrs 2 mos
Goldman, Sachs & CO.Broker
June 2009 - August 2012 · 3 yrs 2 mos
Federated Investment Counseling
January 2004 - July 2009 · 5 yrs 6 mos
Federated Securities CORP.Broker
October 2003 - July 2009 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.