Gabriel A. Trasatti

TRASATTI WEALTH PLANNING

BALTIMORE, MD 21230

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CRD#: 4253903

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

Are you a "fiduciary"?

Yes

Aliases

Gabe Trasatti | Gabriel A. Trasatti

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 Gabriel Anthony Trasatti'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

January 3, 2013 - Present

TRASATTI WEALTH PLANNING, LLC

Office #1: 145 W Ostend St Suite 600, Baltimore, MD 21230

RIA

CRD#: 139668

BALTIMORE, MD

Past

July 24, 2012 - January 11, 2013

PINNACLE ADVISORY GROUP, INC.

RIA

CRD#: 107757

COLUMBIA, MD

Past

March 14, 2006 - September 28, 2006

LEVIN FINANCIAL SERVICES, INC.

RIA

CRD#: 132430

OWINGS MILLS, MD

Past

September 12, 2005 - December 31, 2005

LEVIN FINANCIAL SERVICES, INC.

RIA

CRD#: 132430

OWINGS MILLS, MD

Past

February 3, 2005 - February 2, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

BALTIMORE, MD

Past

February 3, 2005 - February 2, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

August 2, 2004 - October 18, 2004

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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

Maryland
(1/3/2013)

IAR

Virginia
(10/14/2014)

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 66

Date: 8/24/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/30/2004

General Securities Representative Examination

Current Firm

TRASATTI WEALTH PLANNING, LLC

TRASATTI & ASSOCIATES, LLC | TRASATTI WEALTH PLANNING, LLC

CRD#: 139668 / SEC#:

Maryland

Registered Investment Advisory firm - (6/27/2006 Approved)

Virginia

Registered Investment Advisory firm - (10/14/2014 Approved)

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Contact information

Main Address

Baltimore, MD

Mailing Address

Phone number

(410) 244-6222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 69,018,722

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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Gabriel A. Trasatti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Anthony Trasatti's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRASATTI WEALTH PLANNING, LLC

PINNACLE ADVISORY GROUP, INC.

LEVIN FINANCIAL SERVICES, INC.

LEVIN FINANCIAL SERVICES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2004

Series 7

Date: 7/30/2004

Current Firm

TRASATTI WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRASATTI WEALTH PLANNING, LLC

TRUST BUT VERIFY

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