Unclaimed Profile

Joseph Anthony Vafi

GREAT GABLE PARTNERS, LP·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 86, Series 87CFAClean record13 years registeredGREAT GABLE PARTNERS, LP

301 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 4141615Firm CRD# 133184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Anthony Vafi · SAN FRANCISCO, CA

Registration

CRD #4141615 · GREAT GABLE PARTNERS, LP · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREAT GABLE PARTNERS, LP

GREAT GABLE PARTNERS, LP

May 2013 – Oct 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · May 31, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT GABLE PARTNERS, LP

CRD 133184 · SEC 802-120346

AUM

$48M

Regulatory assets under management

Services offered by GREAT GABLE PARTNERS, LP

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREAT GABLE PARTNERS, LP →

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Anthony Vafi offer?

Joseph Anthony Vafi specializes in Investment Management, Wealth Management.

What are Joseph Anthony Vafi's credentials?

Joseph Anthony Vafi holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Anthony Vafi located?

Joseph Anthony Vafi is based in SAN FRANCISCO, California, last registered with GREAT GABLE PARTNERS, LP.

How does Joseph Anthony Vafi charge for services?

Joseph Anthony Vafi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREAT GABLE PARTNERS, LP?

GREAT GABLE PARTNERS, LP is a registered investment adviser with the SEC, managing $48M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →