Gabriel B. Wisdom

AMERICAN MONEY MANAGEMENT

RANCHO SANTA FE, CA 92067

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CRD#: 1143562

Professional summary

Gabriel Benwool Wisdom, who also goes by Gabriel Benjamin Wisdom, is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Rancho Santa Fe, California.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gabriel has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabriel Benjamin Wisdom

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MONTEREY FINANCIAL (FINANCE CO.) SHAREHOLDER-DIRECTOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Benwool Wisdom's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 1999 - Present

AMERICAN MONEY MANAGEMENT, LLC

Office #1: 14249 Rancho Santa Fe Farms Road P.o. Box 675203, Rancho Santa Fe, CA 92067

RIA

CRD#: 115357

RANCHO SANTA FE, CA

Past

August 17, 1999 - March 23, 2000

LINTZ GLOVER WHITE & COMPANY, INC.

CRD#: 22906

VALLEY VILLAGE, CA

Past

February 26, 1999 - July 2, 1999

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

SAN JUAN CAPISTRANO, CA

Past

June 4, 1997 - March 19, 1999

PCXTRADE, LLC

CRD#: 40297

STAMFORD, CT

Past

May 9, 1989 - July 22, 1995

SUTRO & CO. INCORPORATED

CRD#: 801

SAN FRANCISCO, CA

Past

January 6, 1986 - May 25, 1989

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

January 25, 1984 - January 16, 1986

LEHMAN BROTHERS INC.

CRD#: 7506

Past

October 31, 1983 - January 1, 1984

J. DAVID MUNICIPALS AND GOVERMENTS, INC.

CRD#: 13932

Past

August 24, 1983 - October 10, 1983

J. DAVID SECURITIES, INC.

CRD#: 10000

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/9/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/2/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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Contact information

Main Address

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

Mailing Address

P.o. Box 675203, Rancho Santa Fe, CA 92067

Phone number

(858) 755-0909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,674
AUM (Assets Under Management)	$ 734,010,908

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gabriel B. Wisdom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Benwool Wisdom's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINTZ GLOVER WHITE & COMPANY, INC.

BROOKSTREET SECURITIES CORPORATION

PCXTRADE, LLC

SUTRO & CO. INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

LEHMAN BROTHERS INC.

J. DAVID MUNICIPALS AND GOVERMENTS, INC.

J. DAVID SECURITIES, INC.

Primary Firm SEC Registration

AMERICAN MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/1994

Series 63

Date: 1/2/1985

Series 7

Date: 8/20/1983

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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