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Gabriella Schafer

9 Years of Experience
Tysons Corner, VA
BrokerSells Insurance

Gabriella Schafer is a registered investment advisor, based in Tysons Corner, VA, with 9 years of industry experience.

Location

1650 Tysons Bl. Suite 1575, Tysons Corner, VA, 22102

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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 ActivitiesSells Insurance

Gabriella holds a Virginia insurance license but is not a producer, dedicating minimal time to it. She also works as an Associate Advisor for Signature Estate and Investment Advisors, LLC, a full-time commitment.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
March 2017 - November 2018 · 1 yr 8 mos
State Registrations1 state
VA
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.
Gabriella Schafer - Financial Advisor | TrueAdvisor