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Gabriel Benwool Wisdom

Investment Adviser Representative at AMERICAN MONEY MANAGEMENT, LLC

Rancho Santa Fe, CACRD #1143562Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel Benwool Wisdom has worked in the securities industry since 1985. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/24/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 1/2/1985
Series 7
General Securities Representative Examination
Passed 8/20/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

American Money Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AMERICAN MONEY MANAGEMENT, LLCCurrent
3/9/1999Rancho Santa Fe, CA
LINTZ GLOVER WHITE & COMPANY, INC.
8/17/19993/23/2000Valley Village, CA
BROOKSTREET SECURITIES CORPORATION
2/26/19997/2/1999San Juan Capistrano, CA
CROSSWINDS CAPITAL GROUP, LLC
6/4/19973/19/1999Stamford, CT
SUTRO & CO. INCORPORATED
5/9/19897/22/1995San Francisco, CA
PRUDENTIAL-BACHE SECURITIES INC.
1/6/19865/25/1989
SHEARSON LEHMAN BROTHERS INC.
1/25/19841/16/1986
J. DAVID MUNICIPALS AND GOVERMENTS, INC.
10/31/19831/1/1984
J. DAVID SECURITIES, INC.
8/24/198310/10/1983

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel Benwool Wisdom has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Gabriel Benwool Wisdom - Financial Advisor in Rancho Santa Fe, CA | AdvisorFinder