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Gabriel Fritz Burczyk

Assembly Wealth

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About Gabriel Fritz Burczyk

Gabriel Fritz Burczyk is an investment advisor representative at Assembly Wealth. Gabriel has been in the industry since 1986 and has held registrations with several firms, including Prospera Financial Services, Inc. and The Investment Center, Inc. Gabriel's primary area of focus is individual investors, and he works with clients to develop comprehensive financial plans and manage their investment portfolios. Gabriel is also a registered investment advisor, and holds the Series 65, Series 63, and Series 7 licenses.

Firm Information

Gabriel Burczyk is currently registered with Assembly Wealth. Assembly Wealth is a registered investment advisor located in Mill Valley, CA. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $368,984,168 in regulatory assets for 615 accounts. Assembly Wealth also participates in wrap fee programs.
Assembly Wealth

319 MILLER AVENUE

MILL VALLEY, CA 94941

$368.98M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gabriel Burczyk’s Registration & Firm History

CA

12/09/2005 - Present

Assembly Wealth (MILL VALLEY CA)

CA

06/16/2004 - 08/31/2016

PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

NJ

04/21/1994 - 06/23/2004

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

NY

01/25/1994 - 04/18/1994

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

11/09/1990 - 01/18/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CO

08/21/1986 - 11/23/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 10/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/09/1988

Series 24 - General Securities Principal Examination

BC

Issued 08/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1991

Series 3 - National Commodity Futures Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Gabriel Fritz Burczyk. Review regulatory record here.
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