DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Gabriel Anthony Trasatti
Personal Financial Specialist
Feed of 09/14/2026
Also filed as Gabriel A. Trasatti
At current firm
11 y
since Oct 14, 2014
In the industry
22 y
since Aug 24, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Trasatti Wealth Planning, LLC state registered currentsince Oct 14, 2014 · Baltimore, Md
- Pinnacle Advisory Group, Inc. formerJul 24, 2012 to Jan 11, 2013 · Columbia, Md
- Levin Financial Services, Inc. unclassifiedMar 14, 2006 to Sep 28, 2006 · Owings Mills, Md
- Levin Financial Services, Inc. unclassifiedSep 12, 2005 to Dec 31, 2005 · Owings Mills, Md
- Legg Mason Wood Walker, Incorporated unclassifiedFeb 3, 2005 to Feb 2, 2006 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Pinnacle Advisory Group, Inc. to Trasatti Wealth Planning, LLCleft Jan 11, 2013, registered Oct 14, 2014 (641 days) · Other
- Levin Financial Services, Inc. to Pinnacle Advisory Group, Inc.left Sep 28, 2006, registered Jul 24, 2012 (2126 days) · Other
- Legg Mason Wood Walker, Incorporated to Levin Financial Services, Inc.left Feb 2, 2006, registered Sep 12, 2005 (-143 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address