Skip to content

Gabriel Gagliardo

Investment adviser representative at LPL Financial LLC
12 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

Are you Gabriel Gagliardo? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. LPL Financial LLCJun 2023 to now
  2. Xpo LogisticsMar 2022 to Jun 2023
  3. Mecklenburg Ems AgencyAug 2021 to Mar 2022
  4. TargetOct 2020 to Aug 2021
  5. Cascades Potomac Lake PoolsJul 2020 to Sep 2020
  6. Hendrick AutomotiveJan 2020 to Jun 2020
  7. TravelingAug 2019 to Jan 2020
  8. CostcoJun 2019 to Aug 2019
  9. Reston HospitalSep 2018 to May 2019
  10. Mclean HighschoolMar 2014 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (NC, SC, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
7771834
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
CallContact this firm