Patricio Angel Montemayor

Employer firm

Gfs Advisors LLC CRD 143110

$3.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2020 → Present
  Global Financial Services, Llc
  Houston, TX
• 11/2019 → 04/2020
  Summa Holdings Inc.
  Tomball, TX
• 03/2017 → 10/2019
  Self-Employed
  The Woodlands, TX
• 01/2014 → 02/2017
  Peek Traffic Corporation
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-06-27

Other Names

• Patricio Montemayor