Gabrielle Elizabeth Kong

Employer firm

Beam Wealth Advisors, Inc. CRD 109867

$1.60B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2018 → 11/2021
  Cetera Advisor Networks
  Charlotte, NC
• 08/2018 → 10/2018
  N/A
  Charlotte, NC
• 12/2012 → 08/2018
  Preferred Electric Co., Inc.
  Charlotte, NC
• 10/2018 → 11/2021
  Carroll Financial
  Charlotte, NC
• 02/2021 → 11/2021
  Green Verity
  Gastonia, NC
• 11/2021 → 03/2022
  Lpl Financial, Llc
  Marietta, GA
• 11/2021 → 03/2022
  Wealth Enhancement Advisory Services Llc
  Charlotte, NC
• 12/2021 → 03/2022
  Wealth Enhancement Group
  Charlotte, NC
• 12/2021 → 03/2022
  Wealth Enhancement Brokerage Services
  Charlotte, NC
• 04/2022 → 08/2022
  Independent Advisor Alliance
  Marietta, GA
• 09/2022 → 07/2024
  Gratus Capital, Llc
  Atlanta, GA
• 08/2024 → 09/2025
  The Colony Group, Llc
  Boston, MA
• 09/2025 → Present
  Beam Wealth Advisors, Inc.
  Atlanta, GA

Previous Registrations

• 2024-08-22 → 2025-09-02
  Focus Partners Wealth, Llc
  Atlanta, GA
• 2023-03-10 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2022-04-05 → 2022-08-29
  Independent Advisor Alliance, Llc
  Marietta, GA
  Charlotte, NC
• 2021-12-01 → 2022-03-18
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Charlotte, NC
• 2021-01-08 → 2021-12-08
  Carroll Financial Associates Inc
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-11-20

Other Names

• Gabrielle Elizabeth Vogt
• Gabi Kong
• Gabrielle E Kong