Gabriel Ward, financial advisor Hartford CT
93 score

Gabriel Ward

CRD Number: 4547525
Current Firm: Global Portfolio Strategies, Inc.

Gabriel Ward (CRD# 4547525) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Hartford, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Global Portfolio Strategies, Inc. Dubuque, IA Oct 2006 - Current 10
Prudential Investment Management Services LLC Dubuque, IA Apr 2005 - Current 11
The Prudential Insurance Company Of America Dubuque, IA Apr 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Gabriel D. Ward
Phone Number: 860-534-7790
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    3,090
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $8,026,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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