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Patricio Salem

2 Years of Experience
Rye, NY
Broker

Patricio Salem is a registered investment advisor at Gabelli Funds, LLC, based in Rye, NY, with 2 years of industry experience. Patricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $22B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
33 clients
Average Client Portfolio
$665.3M average
Assets Under Management
$22.0B

Fee Structure

Investment management only (planning not offered)

Gabelli Funds manages investments for mutual funds and other pooled investment vehicles, not individual investors. Fees are based on a percentage of the fund's assets.

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Location

One Corporate Center, Rye, NY, 10580-1422

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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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Employment History
Current Registrations
Gabelli Funds, LLC
June 2024 - Present · 1 yr 10 mos
G.distributors, LLCBroker
May 2023 - Present · 2 yrs 11 mos
State Registrations3 states
NJNYTX
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.