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Gabriel Gerard Tessar

Trident Advisors LLC

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About Gabriel Gerard Tessar

Gabriel Gerard Tessar has been a registered representative in the financial services industry since 1987. Gabriel currently works at Trident Advisors LLC, a firm registered with the Securities and Exchange Commission as an investment advisor. Gabriel is a registered investment advisor representative in New Jersey and holds Series 7, Series 63 and Series 66 licenses. In the past, Gabriel worked at LPL Financial LLC, Capital One Investment Services LLC, Greenpoint Securities LLC, Essex National Securities, Inc., FIS Securities, Inc., Fleet Enterprises, Inc., Robert Thomas Securities, Inc, Shearson Lehman Hutton Inc., National Securities Network, Inc., Securities USA, Inc., J. W. Gant & Associates, Inc., Investors Center, Inc., and Blinder, Robinson & Co., Inc.. Gabriel specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Gabriel Tessar is currently registered with Trident Advisors LLC. Trident Advisors LLC is an investment advisor registered with the SEC. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Trident Advisors LLC manages approximately $14,488,111 in assets for 34 individuals. The firm participates in wrap fee programs.

$14.49M

Assets Under Management

34

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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other

Receive a portion of wrap fee paid to third party advisors

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Gabriel Tessar’s Registration & Firm History

NY

02/22/2019 - Present

Trident Advisors LLC (WOODBURY NY)

NY

06/29/2012 - 10/30/2017

LPL FINANCIAL LLC (PORT JEFFERSON NY)

NY

01/03/2005 - 07/12/2012

CAPITAL ONE INVESTMENT SERVICES LLC (PORT JEFFERSON STATION NY)

NY

01/02/2004 - 01/03/2005

GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)

CA

06/05/1997 - 01/02/2004

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

MA

01/16/1997 - 05/27/1997

FIS SECURITIES, INC. (BOSTON MA)

NY

08/25/1992 - 05/21/1997

FLEET ENTERPRISES, INC. (NEW YORK NY)

FL

09/04/1990 - 05/06/1991

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NY

09/18/1989 - 06/19/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

CO

06/22/1989 - 09/20/1989

NATIONAL SECURITIES NETWORK, INC. (ENGLEWOOD CO)

CO

03/23/1989 - 06/26/1989

SECURITIES USA, INC. (ENGLEWOOD CO)

NA

03/03/1989 - 03/27/1989

J. W. GANT & ASSOCIATES, INC.

NY

07/25/1988 - 03/10/1989

INVESTORS CENTER, INC. (HAUPPAGUE NY)

NA

04/23/1986 - 07/28/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

BOTH

Issued 06/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gabriel Gerard Tessar. Review regulatory record here.
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