Spencer Gabriel, financial advisor Akron OH
83 score

Spencer Gabriel

CRD Number: 1987809
Current Firm: Symphony Financial Services, Inc.

Spencer Gabriel (CRD# 1987809) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Symphony Financial Services, Inc. Akron, OH Oct 2009 - Current 7
Lpl Financial Akron, OH Oct 2009 - Current 7
Morgan Stanley Smith Barney Akron, OH Jun 2009 - Oct 2009 < 1
Citigroup Global Markets Inc. Fairlawn, OH Nov 2000 - Jun 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination May 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Spencer L. Gabriel
Phone Number: 330-434-2000
Registered State(s):
  • GA
  • OH
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $179,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, IN, KY, MI, OH, PA

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BADGES
83

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