AG
AG

Afya Gabriel

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

20 Corporate Woods Blvd, Suite 302, Ms: Nyac10, Albany, NY, 12211

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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

Afya owns rental property and is responsible for repairs and tenant screening. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Citizens Securities, INC.Broker
November 2024 - Present · 1 yr 3 mos
Citizens Securities, INC.
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Equitable Advisors, LLC
May 2022 - May 2023 · 1 yr
Equitable Advisors, LLCBroker
May 2022 - May 2023 · 1 yr
Wells Fargo Clearing Services, LLC
October 2019 - April 2022 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - April 2022 · 2 yrs 6 mos
Edward Jones
May 2018 - September 2019 · 1 yr 4 mos
Edward JonesBroker
April 2018 - September 2019 · 1 yr 5 mos
State Registrations4 states
DCMDNCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.