Gabriel Lopez Sanchez (CRD# 7387990) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Stonecrest Capital Markets, Inc. | San Juan, PR | Oct 2022 - Current | 1 |
Stonecrest Advisors, Inc. | San Juan, PR | Oct 2022 - Current | 1 |
Morgan Stanley Private Bank, N.a | New York, NY | Jun 2022 - Oct 2022 | < 1 |
Morgan Stanley | Orlando, FL | Jun 2021 - Oct 2022 | 1 |
Deloitte | San Juan, PR | Feb 2021 - May 2021 | < 1 |
Abarca Health | San Juan, PR | Aug 2019 - Jan 2021 | 1 |
First Bank Puerto Rico | San Juan, PR | Sep 2018 - Jul 2019 | < 1 |
Capgemini | Boston, MA | Apr 2017 - Aug 2018 | 1 |
Accenture | Boston, MA | Jan 2015 - Apr 2017 | 2 |
Polytechnic University Of Puerto Rico | San Juan, PR | Mar 2008 - Dec 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- FL
- NJ
- NY
- PR
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$431,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, FL, NJ, NY, PA, PR, TX
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