Gabriel Pollock, financial advisor Napoleon OH

Gabriel Pollock

CRD Number: 5470995
Current Firm: &partners

Gabriel Pollock (CRD# 5470995) is an Investment Advisor Representative working at &partners in Napoleon, OH and has over 15 years of experience in the finance industry.

Similar Advisors
Paul Abendroth, financial advisor Napoleon OH
Paul M. Abendroth
CRD# 2146399
Venture Visionary Partners LLC
Similar Advisors
Daniel Acheson, financial advisor Napoleon OH
Daniel J. Acheson
CRD# 7039238
Munn Wealth Management, LLC
Similar Advisors
Sandra Adam, financial advisor Napoleon OH
Sandra M. Adam
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
&partners, LLC Napoleon, OH Feb 2024 - Current < 1
Osaic Wealth, Inc. Napoleon, OH Nov 2023 - Feb 2024 < 1
Fsc Fort Wayne, IN Mar 2021 - Nov 2023 2
Edward Jones St Louis, MO Oct 2008 - Mar 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Gabriel J. Pollock
Phone Number: 615-255-6431
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    664
    MILLIONS
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $366,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.