Gabriel J. Markiz

Employer firm

Markiz Wealth Management CRD 127371

$106M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Markiz Wealth Management

Port Washington, NY • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APP_PEND_IARCE	2026-01-01
WA	RA	APPROVED	2017-06-02

OR RA
APP_PEND_IARCE

Since 2026-01-01
WA RA
APPROVED

Since 2017-06-02

Branch Locations

Port Washington, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Markiz Group, Llc	Portland	OR	06/2003	Present
Gabriel J. Markiz, Cpa Aac	Portland	OR	02/1996	Present

06/2003 → Present

Markiz Group, Llc

Portland, OR
02/1996 → Present

Gabriel J. Markiz, Cpa Aac

Portland, OR

Other Businesses

MR. MARKIZ IS A CPA. HIS FIRM, "GABRIEL J. MARKIZ,CPA" IS LOCATED AT 4106 SW 43RD AVENUE, PORTLAND, OREGON 97221. MR. MARKIZ'S POSITION WITH THE NON INVESTMENT-RELATED FIRM IS OWNER. MR. MARKIZ CURRENTLY SPENDS THE MAJORITY OF HIS TIME DEVOTED TO CPA WORK. HE HOPES THAT AS HIS CLIENT BASE GROWS HE CAN DEVOTE MORE OF HIS TIME TO FINANCIAL PLANNING. MR. MARKIZ'S DUTIES ARE THOSE NORMALLY TYPICAL FOR A CPA.