Gabriel J. Krawczak
Professional summary
Gabriel Joseph Krawczak, CFP®, who also goes by Gabe Krawczak, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Washington, District Of Columbia and TRUIST INVESTMENT SERVICES, INC. located in Washington, District Of Columbia.
Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Gabriel has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Joseph Krawczak's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2929 M Street Nw, Washington, DC 20007May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2929 M St Nw, Washington, DC 20007January 2, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 27, 1998 - May 26, 2000
CRESTAR SECURITIES CORPORATION
August 1, 1994 - September 18, 1997
AMERIPRISE ADVISOR SERVICES, INC.
November 18, 1993 - July 13, 1994
IDS LIFE INSURANCE COMPANY
November 18, 1993 - July 13, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2024)
(8/9/2024)
(8/9/2024)
(5/18/2021)
(7/27/2020)
(8/25/2025)
(5/26/2000)
(9/30/2016)
(5/26/2000)
(3/6/2023)
(3/10/2023)
(6/13/2025)
(4/29/2024)
(8/9/2024)
(5/26/2000)
(5/20/2021)
(5/26/2000)
(3/15/2022)
(8/26/2021)
(2/20/2018)
(12/9/2011)
(8/9/2024)
(6/25/2020)
(4/17/2015)
(2/11/2021)
(7/26/2023)
(8/19/2019)
(4/20/2020)
(1/26/2024)
(5/26/2000)
(4/29/2024)
(11/28/2012)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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