Unclaimed Profile

Shaul Gabbay

ISRAEL INVESTMENT ADVISORS, LLC·DENVER, Colorado

Series 65Clean record15 years registeredISRAEL INVESTMENT ADVISORS, LLC

1801 CALIFORNIA STREET, DENVER, CO 80202CRD# 5792163Firm CRD# 153952

Profile Verification

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

Identity

Shaul Gabbay · DENVER, CO

Registration

CRD #5792163 · ISRAEL INVESTMENT ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ISRAEL INVESTMENT ADVISORS, LLC

ISRAEL INVESTMENT ADVISORS, LLC

Oct 2010 – Nov 2020

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 21, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISRAEL INVESTMENT ADVISORS, LLC

CRD 153952 · SEC 801-71569

AUM

$34M

Regulatory assets under management

Employees

2 client accounts

Services offered by ISRAEL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ISRAEL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shaul Gabbay offer?

Shaul Gabbay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Shaul Gabbay's credentials?

Shaul Gabbay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shaul Gabbay located?

Shaul Gabbay is based in DENVER, Colorado, last registered with ISRAEL INVESTMENT ADVISORS, LLC.

How does Shaul Gabbay charge for services?

Shaul Gabbay's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ISRAEL INVESTMENT ADVISORS, LLC?

ISRAEL INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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