Sheila Lee Gabel

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 03/2018
  Morgan Stanley
  Boca Raton, FL
• 03/2018 → Present
  Raymond James And Associates
  Boca Raton, FL

Previous Registrations

• 2012-12-20 → 2018-03-26
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
• 2009-08-28 → 2012-12-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Delray Beach, FL
  Plantation, FL
• 2009-06-01 → 2009-09-14
  Morgan Stanley
  Boca Raton, FL
• 2006-07-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2006-03-27 → 2006-08-01
  Ubs Financial Services Inc.
  Boca Raton, FL
• 2005-10-04 → 2006-04-04
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-09-28

Other Names

• Sheila Lee Watts
• Sheila L Gabel
• Sheila Watts Gabel