Gabriella Sheffield, financial advisor Del Mar CA
96 score

Gabriella Sheffield

CRD Number: 5409494
Current Firm: Advanced Practice Advisors, LLC

Gabriella Sheffield (CRD# 5409494) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in Del Mar, CA and has over 8 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
Gupta Wealth Management, LLC San Diego, CA Feb 2015 - Current 1
Gupta Wealth Management San Diego, CA Oct 2014 - Feb 2015 < 1
Ubs Financial Services Inc. San Diego, CA Aug 2012 - Sep 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla, CA Oct 2009 - Aug 2012 2
Banc Of America Investment Services, Inc. La Jolla, CA Aug 2007 - Oct 2009 2
School Huntington Beach, CA Sep 1990 - Jul 2007 16
Ucsd Facility Access La Jolla, CA Jan 2004 - Dec 2006 2
The Ken Blanchard Company Escondido, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Gabriella Sheffield
Phone Number: 858-436-3860
Registered State(s):
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $180,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, OH, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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