SG
SG

Sabrina Gates

1 Year of Experience
Billings, MT
Broker

Sabrina Gates is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 1 years of industry experience. Sabrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Billings, MT

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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

Sabrina is an owner and janitor at B.A.M. Janitorial LLC, providing office cleaning and janitorial services since September 2023. This non-investment related activity takes about 10-20% of her time.

Employment History
Current Registrations
D.A. Davidson & CO.
October 2024 - Present · 1 yr 7 mos
D.A. Davidson & CO.
March 2024 - Present · 2 yrs 2 mos
D.A. Davidson & CO.Broker
March 2024 - Present · 2 yrs 2 mos
State Registrations51 states
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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.