William Bryce Gabri
Investment adviser representative at Captrust
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you William Bryce Gabri? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- CaptrustJan 2021 to now
- Capfinancial Partners LLC (captrust)Jan 2021 to now
- Capfinancial Securities LLCJan 2021 to now
- Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLCFeb 2020 to Jan 2021
- Royal Alliance Associates, Inc.Feb 2020 to Jan 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2020
- Fidelity Brokerage Services LLCJul 2005 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4817275
- Firm CRD
- 175112