Gilbert Adan Cortez

Employer firm

Cortez Wealth Management CRD 333390

$47.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ESTATE PLANNING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → 03/2017
  Cetera Advisors Llc
  Denver, CO
• 03/2017 → 06/2024
  Securities America Advisors
  El Paso, TX
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  El Paso, TX
• 11/2024 → Present
  Cortez Wealth Management
  El Paso, TX
• 11/2024 → 04/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2016 → Present
  Gilbert Cortez Insurance Agent Dba Cor Insurance Group
  El Paso, TX
• 12/2015 → 11/2024
  Seguros Paso Del Norte
  El Paso, TX
• 03/2017 → 06/2024
  Securities America, Inc.
  El Paso, TX
• 09/2024 → Present
  Cortez Wealth Management, Llc
  El Paso, TX

Previous Registrations

• 2024-06-14 → 2024-11-13
  Osaic Wealth, Inc.
  El Paso, TX
• 2017-03-03 → 2024-06-14
  Securities America Advisors, Inc.
  El Paso, TX
• 2016-10-03 → 2017-03-17
  Cetera Advisors Llc
  El Paso, TX
• 2011-02-18 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  El Paso, TX
  El Paso, TX
  Gilford, NH
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 2008-01-02 → 2011-02-23
  Edward Jones
  St Louis, MO
  El Paso, TX

Other Businesses

1. Gilbert Cortez Insurance Agent dba COR Insurance Group; No; At Registered Location; Fixed Insurance Sales, Life, Health, Disability, Fixed Annuities; Agent; 08/2016; 5; 2; market and sell fixed insurance sales, life, health, disability, and fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Other Names

• Gilbert Cortez
• Gilbert A Cortez