Gilbert Gaeta-Symonds, financial advisor Valencia CA
90 score

Gilbert Gaeta-Symonds

CRD Number: 6184327
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gilbert Gaeta-Symonds (CRD# 6184327) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Valencia, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Valencia, CA Apr 2017 - Current 1
Bank Of America, N.a. Valencia, CA Apr 2017 - Current 1
Ameriprise Financial Services, Inc. Westlake Village, CA Jul 2014 - Apr 2017 2
Signator Investors Inc / Jhfn Irvine, CA Apr 2013 - Jun 2014 1
Signature Resources Capital Management LLC Irvine, CA Jun 2013 - Apr 2014 < 1
Signature Resources, Insurance & Financial Services, Inc. Irvine, CA Oct 2012 - Apr 2013 < 1
California State University, Fullerton Fullerton, CA Aug 2010 - Aug 2012 2
Fullerton College Fullerton, CA Dec 2009 - Aug 2010 < 1
Jp Morgan Chase Fullerton, CA Jul 2008 - Nov 2009 1
Patina Restaurant Group Anaheim, CA Aug 2007 - Jul 2008 < 1
Chomp Rockin' Sushi & Teppan Grills Fullerton, CA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Gilbert E. Gaeta-Symonds
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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