Gabriel T Katches
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Dec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Drytime RestorationAug 2025 to Aug 2025
- Orland Law GroupJan 2025 to Jun 2025
- The WellesbourneNov 2024 to Dec 2024
- Saddleback Community CollegeJul 2024 to Aug 2025
- Smash & RollJun 2024 to Sep 2024
- Ranch HandJun 2023 to Sep 2023
- University of California Los AngelesSep 2022 to Aug 2025
- Roots On RailroadMar 2022 to Sep 2022
- Blast & BrewAug 2021 to Feb 2022
- The Ravine WaterparkJun 2021 to Jul 2021
- Cuesta Community CollegeAug 2020 to May 2022
- Paso Robles High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8181767
- Firm CRD
- 7691