Gabriel A. Trasatti
Professional summary
Gabriel Anthony Trasatti, who also goes by Gabe Trasatti, Gabriel A. Trasatti, is a registered financial advisor currently at TRASATTI WEALTH PLANNING, LLC located in Baltimore, Maryland.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gabriel has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Anthony Trasatti's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2013 - Present
TRASATTI WEALTH PLANNING, LLC
July 24, 2012 - January 11, 2013
PINNACLE ADVISORY GROUP, INC.
March 14, 2006 - September 28, 2006
LEVIN FINANCIAL SERVICES, INC.
September 12, 2005 - December 31, 2005
LEVIN FINANCIAL SERVICES, INC.
February 3, 2005 - February 2, 2006
LEGG MASON WOOD WALKER, INCORPORATED
February 3, 2005 - February 2, 2006
LEGG MASON WOOD WALKER, INCORPORATED
August 2, 2004 - October 18, 2004
LEGG MASON WOOD WALKER, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2013)
(10/14/2014)
Exams
Current Firm
TRASATTI WEALTH PLANNING, LLC
CRD#: 139668 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 67 |
| AUM (Assets Under Management) | $ 69,018,722 |
Red Flags
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