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CG

Carl M. Gabler

ATLAS GROVE CAPITAL
DUBLIN, CA 94568
Some features on this profile are disabled
CRD#: 2790353
CG

Professional summary

Carl Matthew Gabler, who also goes by Carl Gabler, is a registered financial advisor currently at ATLAS GROVE CAPITAL LLC located in Dublin, California.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Carl has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carl Gabler

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Matthew Gabler's 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

April 10, 2026 - Present

ATLAS GROVE CAPITAL LLC

Office #1: 11501 Dublin Blvd. Suite 200, Dublin, CA 94568
RIA
CRD#: 340555
DUBLIN, CA
Past

February 26, 2020 - April 16, 2026

ALTA VIA CAPITAL

RIA
CRD#: 289739
PLEASANTON, CA
Past

September 14, 2018 - February 24, 2020

INSIGHT WEALTH STRATEGIES, LLC

RIA
CRD#: 293644
San Ramon, CA
Past

April 13, 2018 - May 1, 2018

OSAIC FA, INC.

BD
CRD#: 3978
SAN RAMON, CA

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
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 8/5/1996
Non-Member General Securities Examination

Current Firm

AG
ATLAS GROVE CAPITAL LLC
ATLAS GROVE CAPITAL LLC

CRD#: 340555 / SEC#:

California
Registered Investment Advisory firm - (4/10/2026 Approved)
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Contact information

Main Address
11501 Dublin Blvd. Suite 200, Dublin, CA 94568
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

ATLAS GROVE CAPITAL LLC

CRD#: 340555Dublin, CA 94568

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