West Palm Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,732,342,244
ClientsTotal clients
53,863
AdvisorsAdvisors at this office
2
Of 540 advisors across 185 offices
Location
West Palm Beach FL
Advisors at this office
2
Advisors at this office
Gabriel S
Series 66
West Palm Beach, FL
&PARTNERS
Gabriel Sareli is a financial advisor at &PARTNERS with a Series 66 designation and began his advisory career in 2024. Prior to joining &PARTNERS, he was a student for nine years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, employing a combination of proprietary models and third-party managers through the Envestnet platform.
Peter C
Series 63, Series 65
West Palm Beach, FL
&PARTNERS
Peter Cahill is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services LLC and Columbia Management Investment Distributors Inc. prior to joining &Partners. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a blend of proprietary and third-party strategies executed through the Envestnet platform.
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