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Gabriel J Poggi

SHOALS CAPITAL MANAGEMENT L.P.·ARLINGTON, Virginia
Series 7, Series 63, Series 86, Series 87Clean recordSHOALS CAPITAL MANAGEMENT L.P.
1010 N GLEBE RD, SUITE 730, ARLINGTON, VA 22201CRD# 4863117Firm CRD# 288201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel J Poggi · ARLINGTON, VA
Registration
CRD #4863117 · SHOALS CAPITAL MANAGEMENT L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SHOALS CAPITAL MANAGEMENT L.P.
CRD 288201 · SEC 801-112302
AUM
$494M
Regulatory assets under management
Employees
9
3 client accounts
Services offered by SHOALS CAPITAL MANAGEMENT L.P.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SHOALS CAPITAL MANAGEMENT L.P. →
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Frequently Asked Questions

What services does Gabriel J Poggi offer?
Gabriel J Poggi specializes in Retirement Planning, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Gabriel J Poggi's credentials?
Gabriel J Poggi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel J Poggi located?
Gabriel J Poggi is based in ARLINGTON, Virginia, working with SHOALS CAPITAL MANAGEMENT L.P.. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Gabriel J Poggi charge for services?
Gabriel J Poggi'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 SHOALS CAPITAL MANAGEMENT L.P.?
SHOALS CAPITAL MANAGEMENT L.P. has approximately 9 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHOALS CAPITAL MANAGEMENT L.P.

Michael Brian Turner
ARLINGTON, VA
Jeffrey Michael Hinkle
ARLINGTON, VA

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