Gabriel John Smith

Employer firm

Keeler Thomas Management LLC CRD 109522

$306M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW

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

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

Current Employers

Employment History

• 08/2024 → Present
  Keeler Thomas Management Llc
  Orem, UT
• 06/2022 → 08/2024
  Pf Changs
  Orem, UT
• 11/2021 → 06/2022
  Happy Sumo
  Provo, UT
• 03/2020 → 10/2021
  Mobettah's
  Pleasant Grove, UT
• 02/2017 → 03/2020
  Star Cinema Grill
  Friendswood, TX
• 08/2014 → 02/2017
  Full Time Student
  Provo, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-06

Other Names

• Gabriel Smith