Gil Blas Velez (CRD# 6151913) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in West Palm Beach, FL and has over 9 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerity Wealth Management, LLC | West Palm Beach, FL | Oct 2023 - Current | < 1 |
| Amerity Financial, LLC | West Palm Beach, FL | Oct 2023 - Current | < 1 |
| Gv Financial Services, Inc. | Miami, FL | Dec 2015 - Current | 8 |
| Capital Markets Iq | Wilmington, DE | Oct 2017 - Oct 2023 | 6 |
| Capital Markets Iq, LLC | Wilmington, DE | Jan 2017 - Apr 2017 | < 1 |
| Bank Of America, N.a. | Miami, FL | Jan 2015 - Dec 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jul 2014 - Dec 2015 | 1 |
| Self Employed | Miami, FL | Jan 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- FL
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$284,346
- 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)
CA, CO, CT, FL, GA, IN, MA, MI, NC, NY, OH, OR, TN, TX, VA, WA
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