Gabriella M. Delmonaco

INSTRUMENTAL WEALTH

Tarrytown, NY

Some features on this profile are disabled

CRD#: 7388003

Professional summary

Gabriella Marie Delmonaco, who also goes by Gabby Delmonaco, Gabriella Delmonaco, is a registered financial advisor currently at INSTRUMENTAL WEALTH, LLC located in Tarrytown, New York.

Gabriella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gabriella has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabby Delmonaco | Gabriella Delmonaco

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.

NY Licensed Insurance Agent; Investment related; Insurance- Life, Health, Variable Life, Variable Annuities, Accidental and Travel; ,Agent; Start Date: 09/2024; Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriella Marie Delmonaco's CRS (Customer Relationship Summary).

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 17, 2025 - Present

INSTRUMENTAL WEALTH, LLC

RIA

CRD#: 310788

Tarrytown, NY

Past

August 18, 2023 - March 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

White Plains, NY

Past

May 24, 2023 - March 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

White Plains, NY

Past

September 27, 2022 - May 5, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Silver Spring, 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".

INSTRUMENTAL WEALTH, LLC

INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA

Registered Investment Advisory firm - (10/2/2020 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.

Highlighted states indicate IAR registrations

IAR

New York
(4/17/2025)

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

Series 63

Date: 7/13/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/26/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/28/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/8/2023

Securities Industry Essentials Examination

Current Firm

INSTRUMENTAL WEALTH, LLC

INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609

Mailing Address

Phone number

(813) 578-7001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR INSTRUMENTAL WEALTH, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,930
AUM (Assets Under Management)	$ 397,079,061

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gabriella M. Delmonaco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriella Marie Delmonaco's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Primary Firm SEC Registration

INSTRUMENTAL WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/13/2023

Series 65

Date: 9/26/2022

Series 7TO

Date: 6/28/2023

SIE

Date: 5/8/2023

Current Firm

INSTRUMENTAL WEALTH, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSTRUMENTAL WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors