linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian David Gabel

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian David Gabel

Brian David Gabel is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC and has over 17 years of experience in the financial services industry. Brian is registered with the state of New York to provide investment advice and is also registered as a Registered Representative in the state of New York. Brian holds Series 7, Series 66 and SIE licenses. Brian has previously been affiliated with CAPITAL ONE INVESTMENT SERVICES LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., EQUITY SOURCE PARTNERS, LLC and LAIDLAW & COMPANY (UK) LTD.

Firm Information

Brian Gabel is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Gabel’s Registration & Firm History

NY

05/25/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)

NY

04/23/2013 - 08/22/2014

CAPITAL ONE INVESTMENT SERVICES LLC (UNIONDALE NY)

NY

10/01/2012 - 02/12/2013

J.P. MORGAN SECURITIES LLC (GREAT NECK NY)

NY

07/08/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (GREAT NECK NY)

NY

09/12/2006 - 08/26/2008

EQUITY SOURCE PARTNERS, LLC (JERICHO NY)

NY

09/24/2004 - 06/12/2006

LAIDLAW & COMPANY (UK) LTD. (MELVILLE NY)

Not sure if Brian David Gabel is right for you?

Licenses & Designations

BOTH

Issued 09/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian David Gabel.
Not sure if Brian David Gabel is right for you?