GS
Gabrielle E. Schmidt
STRATEGIC ADVISERS LLC
TOWSON, MD
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CRD#: 7320506
GS
Professional summary
Gabrielle E. Schmidt, who also goes by Gabrielle E Schmidt, Gabrielle Elise Schmidt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Towson, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Gabrielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gabrielle has worked at 4 firms and has passed the Series 66, Series 63, Series 31, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gabrielle E Schmidt | Gabrielle Elise Schmidt
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.
GABRIEL SCHMIDT TRUST POSITION: Named Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 2871 Troyer Rd, White Hall MD 21161, United States DESCRIPTION: The Trust is for self, will come into full trust at age 35 P&C AGENT POSITION: P&C agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2021 ADDRESS: Road, White Hall MD 21161, United States DESCRIPTION: sell and service P&C individual and commercial GATEWAY CAPITOL FINANCIAL LLC POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/14/2022 ADDRESS: 3700 O'Donnell Street, Suite 200, Baltimore MD 21224, United States DESCRIPTION: Sales and Service of Insurance and investments
CRS (Client Relationship Summary) - RIA
Click below to view Gabrielle E. Schmidt'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 610 York Road, Towson, MD 21204RIA
CRD#: 104555
TOWSON, MD
Current
May 17, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
November 10, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TOWSON, MD
Past
May 5, 2021 - April 22, 2022
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Baltimore, MD
Past
April 12, 2021 - April 22, 2022
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Baltimore, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(5/17/2022)
RR
Florida(5/17/2022)
RR
Maryland(5/17/2022)
IAR
Maryland(3/31/2025)
RR
Pennsylvania(5/17/2022)
RR
Virginia(5/17/2022)
RR
West Virginia(5/17/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
