Gabriel Wisdom, financial advisor Rancho Santa Fe CA

Gabriel Wisdom

CRD Number: 1143562
Current Firm: American Money Management, LLC

Gabriel Wisdom (CRD# 1143562) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 39 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor Rancho Santa Fe CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor Rancho Santa Fe CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor Rancho Santa Fe CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
American Money Management San Diego, CA Mar 1999 - Current 25
Cbs-fm Talk Radio Los Angeles, CA Jan 1999 - Current 25
Business News Network Colorado Springs, CO Feb 1997 - Current 27
Monterey Financial Services Inc. Oceanside, CA Sep 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination May 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gabriel B. Wisdom
By the Numbers
  • Total Assets Under Management
    660
    MILLIONS
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $414,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NH, NY, OR, PA, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Gabriel Wisdom and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.