Gabriel Horowitz Vieira

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 05/2018 → 12/2021
  Trefz Family Mcdonalds Corporation
  Carmel, NY
• 02/2020 → 11/2020
  Stony Brook University
  Stony Brook, NY
• 08/2018 → 12/2021
  Stony Brook University
  Stony Brook, NY
• 09/2014 → 05/2018
  Carmel High School
  Carmel, NY
• 05/2021 → 08/2021
  Amazon, Inc.
  North Haven, CT
• 10/2022 → 03/2023
  Eddie Bauer Via Sparc Group
  Danbury, CT
• 04/2024 → 09/2024
  The Home Depot
  Brewster, NY
• 06/2020 → Present
  Do Dragao Gaming
  Carmel, NY
• 03/2023 → Present
  Hudson Valley Credit Union
  Mahopac, NY
• 02/2025 → Present
  Lpl Financial
  Mahopac, NY

Other Businesses

1)02/05/2025 - Wealth Management At Hudson Valley Credit Union - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/05/2025 - Hudson Valley Credit Union - Financial Institution Duty - Inv Rel - At Reported Business Location(s) 3)02/05/2025 - Notary - State of NY - Inv Rel 4)02/05/2025 - Do Dragao Gaming - Owner/Sole Proprietor - Non-Inv Rel - Carmel, NY - Start: 01/2021 - 4 Hr/Mth 5) 02/12/2025- Do Dragaao Gaming- Business Owner- Not INV Related- Home based- Start date 01/01/2021- 4 Hours Per Month 6) 02/12/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-07-01