William Gabri is a CFP-designated registered investment advisor, based in Sacramento, CA, with 21 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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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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William owns rental real estate property since 2021 and acts as landlord and property manager. This requires minimal time.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2021 - Present · 5 yrs 6 mos
Captrust
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
February 2020 - March 2021 · 1 yr 1 mo
Royal Alliance Associates, INC.Broker
February 2020 - February 2021 · 1 yr
Fidelity Personal and Workplace Advisors
July 2018 - February 2020 · 1 yr 7 mos
Strategic Advisers LLC
June 2007 - July 2018 · 11 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2005 - February 2020 · 14 yrs 6 mos
E*trade Securities LLCBroker
July 2004 - June 2005 · 11 mos
State Registrations3 states
CAVAWA
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.