Shareholder · Pinafore Wealth Counsel Inc.
Byron P. Gabriel
CRD 1262941 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinafore Wealth Counsel Inc., an SEC-registered wealth manager based in Durham, NC with $174 million in regulatory assets, lists Byron P. Gabriel on its Form ADV as Shareholder, a control person.
Firms and roles
- Pinafore Wealth Counsel Inc.ShareholderWealth manager · Durham, NC · $174M in regulatory assets
AtlasMembers
Byron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Lisa M. GabrielPresident / CCO, Pinafore Wealth Counsel Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Byron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.