Gabriella Sheffield, financial advisor Mercer Island WA

Gabriella Sheffield

CRD Number: 5409494
Current Firm: Northwest Asset Management

Gabriella Sheffield (CRD# 5409494) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 16 years of experience in the finance industry. Gabriella Sheffield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwest Asset Management Mercer Island, WA Feb 2018 - Current 6
Advanced Practice Advisors, LLC La Quinta, CA May 2016 - Feb 2018 1
Gupta Wealth Management, LLC San Diego, CA Feb 2015 - May 2016 1
Gupta Wealth Management San Diego, CA Oct 2014 - Feb 2015 < 1
Ubs Financial Services Inc. San Diego, CA Aug 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Gabriella Sheffield
Phone Number: 206-838-3680
Registered State(s):
  • AZ
  • CA
  • NH
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,027
    MILLIONS
  • Total Number of Accounts
    8,627
    ACCOUNTS
  • Average Account Value
    $350,924
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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