Gabriel X. Adams
Professional summary
Gabriel Xavier Adams, who also goes by Gabe Adams, Gabriel Adams, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Waldorf, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Charlotte Hall, Maryland.
Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Gabriel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Xavier Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3070 Leonardtown Rd Fl 1, Waldorf, MD 20604November 7, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 29946 Three Notch Rd, Charlotte Hall, MD 20622Office #2: 3070 Leonardtown Rd, Waldorf, MD 20601Office #3: 45156 First Colony Way, California, MD 20619Office #4: 597 Solomons Island Rd N, Prince Frederick, MD 20678November 9, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
April 28, 2009 - October 30, 2012
WELLS FARGO CLEARING SERVICES, LLC
May 23, 2006 - October 30, 2012
WELLS FARGO CLEARING 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
(5/12/2023)
(5/23/2022)
(5/22/2015)
(6/25/2021)
(11/23/2012)
(2/27/2019)
(6/6/2016)
(11/9/2012)
(8/29/2016)
(1/23/2024)
(6/19/2014)
(6/27/2025)
(1/4/2019)
(1/12/2021)
(8/11/2020)
(11/8/2012)
(2/15/2022)
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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