Gabriel S Berger
Investment adviser representative at Stephens
11 yearsExperience
1 stateRegistered in
$18BFirm assets
46 yearsFirm in business
Are you Gabriel S Berger? 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 feeCommissionsPerformance-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
11 years in the industry.
- Stephens Inc.Jan 2023 to now
- Oppenheimer & Co. IncApr 2018 to Jan 2023
- Sanford C. Bernstein & Co, LLCSep 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 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
- 5466171
- Firm CRD
- 3496