Gabrielle Stapleton, financial advisor Pasadena CA

Gabrielle Stapleton

CRD Number: 6862824
Current Firm: Capital Research & Consulting LLC

Gabrielle Stapleton (CRD# 6862824) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 6 years of experience in the finance industry. Gabrielle Stapleton 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
Capital Research & Consulting LLC Pasadena, CA Mar 2012 - Current 12
Arroyo Investment Group Pasadena, CA Mar 2012 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Gabrielle K. Stapleton
Phone Number: 626-844-1440
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,339
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $99,048,989
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA

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