Inactive

Gabriel Anthony Trasatti

Trasatti Wealth Planning, LLC

Claim This Profile

Current Employers

Trasatti Wealth Planning, Llc

145 W Ostend St Suite 600, Baltimore, MD 21230 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-02
VA	RA	APPROVED	2014-10-14

MD RA
APPROVED

Since 2025-01-02
VA RA
APPROVED

Since 2014-10-14

Branch Locations

145 W Ostend St Suite 600, Baltimore, MD 21230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Trasatti Wealth Planning	Baltimore	MD	10/2004	Present

10/2004 → Present

Trasatti Wealth Planning

Baltimore, MD

Previous Registrations

2012-07-24 → 2013-01-11

Pinnacle Advisory Group, Inc.

Columbia, MD
2006-03-14 → 2006-09-28

Levin Financial Services, Inc.

Owings Mills, MD
2005-02-03 → 2006-02-02

Legg Mason Wood Walker, Incorporated

Baltimore, MD
2005-09-12 → 2005-12-31

Levin Financial Services, Inc.

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-24

S66 Uniform Combined State Law Examination

2004-08-24

Designations

Other Names

Gabriel A. Trasatti
Gabe Trasatti

View on SEC IAPD

Other Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

PATIENT CAPITAL MANAGEMENT, LLC

1919 INVESTMENT COUNSEL, LLC

TRUIST ADVISORY SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

TILTON-STEELE INTERNATIONAL

LPL FINANCIAL LLC

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Other Investors

JOHN VINCENT REILLY

ARTHUR SHELDON KARAFIN

MEREDITH ANNE MOWEN

MICHAEL ANTHONY MCANDREW

Lauren Kathleen Krieger

Desislava V. Locher

ROBERT SCOTT PIERCE

Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

More in Baltimore, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor