Gabriel DefeoCRD Number: 3005662
Current Firm: Citizens Securities, Inc.
Gabriel Defeo (CRD# 3005662) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pawtucket, RI and has over 19 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Cco Investment Services Corp||Pawtucket, RI||Nov 2006 - Current||11|
|Banc Of America Investment Services, Inc.||Providence, RI||Oct 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
- Customer Dispute
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV