Bayshore Wealth Advisors

Bayshore Wealth Advisors (CRD# 144191) is a financial advisory firm headquartered in Coral Gables, FL. They manage $365,846,562 in 343 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,066,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at Bayshore Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Gabriel J. Munoz-Bustamante
CRD#: 5508208
2333 Ponce De Leon Blvd, Suite 950, Coral Gables, FL 33134
96
Wealthminder
score

Gabriel Munoz-Bustamante (CRD# 5508208) is an Investment Advisor Representative working at Bayshore Wealth Advisors in Coral Gables, FL and has over 10 years of experience in the finance industry. Gabriel Munoz-Bustamante 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gabriel M. Bustamante
CRD#: 4786538
2333 Ponce De Leon Blvd, Suite 950, Coral Gables, FL 33134
93
Wealthminder
score

Gabriel Bustamante (CRD# 4786538) is an Investment Advisor Representative working at Bayshore Wealth Advisors in Coral Gables, FL and has over 20 years of experience in the finance industry.

3
Nicholas J. Shealy
CRD#: 6733270
2333 Ponce De Leon Blvd, Suite 950, Coral Gables, FL 33134
87
Wealthminder
score

Nicholas Shealy (CRD# 6733270) is an Investment Advisor Representative working at Bayshore Wealth Advisors in Coral Gables, FL and has 1 year of experience in the finance industry.

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