Gabriel Elorduy (CRD# 3142902) is an Investment Advisor Representative working at Bulltick Wealth Management, LLC in Shenamdoah, TX and has over 25 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Placement Group | San Diego, CA | Mar 2017 - Current | 7 |
| Crosswell Advisors, LLC | The Woodlands, TX | Jul 2014 - Jun 2018 | 3 |
| Global Investor Services, L.c. | Miami, FL | May 2014 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management2,591MILLIONS
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Total Number of Accounts348ACCOUNTS
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Average Account Value$7,445,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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