GD
GD

Gabriel Dardik

22 Years of Experience
Parkland, FL
1 DisclosureBroker

Gabriel Dardik is a registered investment advisor at LPL Enterprise, LLC, based in Parkland, FL, with 22 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

Loading...

Location

Parkland, FL

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
January 2015
Denied
Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
May 2005 - November 2024 · 19 yrs 6 mos
Pruco Securities, LLC.Broker
October 2003 - November 2024 · 21 yrs 1 mo
State Registrations11 states
AZCACOFLGANCNJNYTXVAVT
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.