Gabriel Trasatti, financial advisor Baltimore MD

Gabriel Trasatti

CRD Number: 4253903
Current Firm: Trasatti Wealth Planning, LLC

Gabriel Trasatti (CRD# 4253903) is an Investment Advisor Representative working at Trasatti Wealth Planning, LLC in Baltimore, MD and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trasatti Wealth Planning Baltimore, MD Oct 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Gabriel A. Trasatti
Phone Number: (410) 244-6222
Registered State(s):
  • MD
  • VA
Current Firm Details
Trasatti Wealth Planning, LLC
Firm's CRD Number: 139668
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,314,072
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

MD, VA

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