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Gabrielle Morante

Chicago Partners Investment Group LLC

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About Gabrielle Morante

Gabrielle Morante is a registered investment advisor representative with Chicago Partners Investment Group LLC in West Hollywood, CA. Gabrielle has been in the industry since 2022 and holds a Series 66, Series 7TO, and SIE license. Previously, Gabrielle was a registered representative with Goldman Sachs & Co. LLC in Newport Beach, CA. Gabrielle's areas of specialization include portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Gabrielle Morante is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan option review & monitoring

401k plan option review & monitoring

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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other

Roboadvisory offering

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Gabrielle Morante’s Registration & Firm History

CA

07/19/2024 - Present

Chicago Partners Investment Group LLC (West Hollywood CA)

CA

03/15/2022 - 05/31/2024

GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 04/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gabrielle Morante.
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