Gabriel MottaCRD Number: 6620742
Current Firm: Inclinevest
Compensation Model: Fee Only
Financial Advisor for engineers & other tech professionals in Colorado and surrounding areas.
Gabriel Motta (CRD# 6620742) is Founder and CEO of Inclinevest, a fiduciary financial planning and investment management firm in Golden, CO and has over 8 years of experience in the finance industry. Gabriel Motta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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|Inclinevest||Golden, CO||Jan 2019 - Current||1|
|Ubs Financial Services Inc.||Denver, CO||Mar 2016 - Current||4|
|Bbva Compass||Greenwood Village, CO||May 2014 - Aug 2015||1|
|Us Bank||Denver, CO||May 2012 - May 2014||2|
|Bbva Compass Bank||Albuquerque, NM||Apr 2011 - May 2012||1|
|Bank Of America||Albuquerque, NM||Jan 2010 - Apr 2011||1|
|Federal Communications Commission||San Juan, PR||Jan 2008 - Jan 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
|S7||General Securities Representative Examination (GS)||Apr 2016|
Total Assets Under Management1MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$107,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Inclinevest LLC (“Inclinevest”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Inclinevest LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Inclinevest, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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