Gabrielle Webster
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Oct 2023 to now
- Truist Investment Services, Inc.Jul 2023 to now
- Unc - Chapel HillSep 2022 to Jun 2023
- Grassy Creek FoundationMay 2022 to Aug 2022
- Unc - Chapel HillJan 2022 to Apr 2022
- Grassy Creek FoundationMay 2021 to Dec 2021
- Unc - Chapel HillAug 2020 to Apr 2021
- Hope Center UgandaMay 2020 to Aug 2020
- The University of North Carolina At Chapel HillJul 2019 to May 2020
- Charlotte Catholif High SchoolJul 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7787216
- Firm CRD
- 283390