Gabriella DelMonaco has been an investment adviser representative at Instrumental Wealth since April 2025, and is not listed among the firm’s executive officers or direct owners.
Instrumental Wealth, LLC is a Tampa, FL firm with $508M under management, 573 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Gabriella DelMonaco’s longest registration was 1 year at Ameriprise Financial Services, LLC (2023–2025). Before joining Instrumental Wealth in 2025, Gabriella DelMonaco was registered through Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc.
- Instrumental Wealth, LLCCurrent– present · 1 yearTarrytown, NY · Adviser representative · Firm CRD 310788
- Ameriprise Financial Services, LLC– · 1 yearWhite Plains, NY · Adviser representative · Firm CRD 6363
- Cambridge Investment Research Advisors, Inc.– · under a yearSilver Spring, MD · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Gabriella DelMonaco is registered as an investment adviser representative in New York, since April 2025.
- New YorkSince 17 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 13 July 2023 |
| Series 7TO | General Securities Representative Examination | 28 June 2023 |
| SIE | Securities Industry Essentials Examination | 8 May 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2022 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gabriella Marie DelMonaco
- CRD
- 7388003
- Firm
- Instrumental Wealth · CRD 310788
- Office
- Tarrytown, NY
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Gabriella DelMonaco work?
Gabriella DelMonaco is an investment adviser representative registered through Instrumental Wealth, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gabriella DelMonaco a financial advisor?
Yes. Gabriella DelMonaco has a current investment-adviser registration in New York, through Instrumental Wealth since April 2025.
How many years of experience does Gabriella DelMonaco have?
Gabriella DelMonaco has 3 years in the financial industry, since November 2022, across 3 adviser firms.
What exams has Gabriella DelMonaco passed?
Gabriella DelMonaco has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in September 2022.
Where did Gabriella DelMonaco work before Instrumental Wealth?
Before Instrumental Wealth, Gabriella DelMonaco was registered through Ameriprise Financial Services, LLC, May 2023 to March 2025; Cambridge Investment Research Advisors, Inc., September 2022 to May 2023.
Where is Gabriella DelMonaco based?
Gabriella DelMonaco’s registered office is in Tarrytown, NY.
Is Gabriella DelMonaco registered with FINRA?
No. Gabriella DelMonaco has no current broker registration.
How can I verify Gabriella DelMonaco’s record?
Search CRD 7388003 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gabriella DelMonaco’s full registration record.
