Gabriel F. Burczyk
Professional summary
Gabriel Fritz Burczyk, who also goes by Gabe Burczyk, is a registered financial advisor currently at ASSEMBLY WEALTH located in Mill Valley, California.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gabriel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Fritz Burczyk's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2004 - Present
ASSEMBLY WEALTH
Office #1: 319 Miller Avenue, Mill Valley, CA 94941June 16, 2004 - August 31, 2016
PROSPERA FINANCIAL SERVICES, INC.
April 25, 1994 - June 23, 2004
THE INVESTMENT CENTER, INC.
April 21, 1994 - June 23, 2004
THE INVESTMENT CENTER, INC.
January 25, 1994 - April 18, 1994
MORGAN STANLEY DW INC.
November 9, 1990 - January 18, 1994
PRUDENTIAL EQUITY GROUP, LLC
August 21, 1986 - November 23, 1990
THE STUART-JAMES COMPANY, INCORPORATED
Primary Firm SEC Registration
ASSEMBLY WEALTH
CRD#: 108834 / SEC#: 801-57629
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/20/2005)
(2/10/2004)
(12/9/2005)
Exams
Series 8
Date: 10/4/1991
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
ASSEMBLY WEALTH
CRD#: 108834 / SEC#: 801-57629
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 568 |
| AUM (Assets Under Management) | $ 432,943,158 |
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.
Company Information
ASSEMBLY WEALTH
CRD#: 108834Mill Valley, CA 94941TRUST BUT VERIFY
Monitor Gabriel Burczyk
Get automatic monthly alerts on:
