Gabriel Trey Devoto

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2018 → 12/2018
  Edward Jones
  St Louis, MO
• 06/2015 → 04/2018
  Infinite Bounds Training Center
  Plano, TX
• 08/2011 → 05/2020
  University Of Texas At Dallas
  Richardson, TX
• 02/2019 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 02/2019 → 09/2019
  Bank Of America, N.A.
  Dallas, TX
• 10/2019 → 04/2021
  Premier Gymnastics Academy
  Downers Grove, IL
• 04/2021 → 06/2023
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2023 → 11/2023
  Unemployed
  Dallas, TX
• 11/2023 → 01/2024
  Mbs Source Etrading
  Dallas, TX
• 06/2024 → 09/2024
  Texas Securities, Inc.
  Carrollton, TX
• 01/2024 → 06/2024
  Unemployed
  Dallas, TX
• 04/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 04/2025 → Present
  Tiaa
  Frisco, TX
• 09/2024 → 04/2025
  Unemployed
  Dallas, TX
• 08/2021 → 06/2023
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Previous Registrations

• 2021-08-12 → 2023-07-13
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-08-10

Other Names

• Gabriel T Devoto
• Gabriel Trey Devoto
• Gabriel Devoto