Gabriel Guillermo Elorduy

Employer firm

Bulltick Wealth Management, LLC CRD 141588

$1.95B regulatory AUM 46 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES & REAL ESTATE 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

• 05/2014 → 02/2017
  Global Investor Services, L.C.
  Miami, FL
• 07/2014 → 06/2018
  Crosswell Advisors, Llc
  The Woodlands, TX
• 03/2017 → Present
  Investment Placement Group
  San Diego, CA
• 08/2018 → Present
  Bulltick Llc
  The Woodlands, TX
• 08/2018 → Present
  Bulltick Wealth Management Llc
  The Woodlands, TX

Previous Registrations

• 2014-07-22 → 2018-06-13
  Crosswell Family Wealth Advisors
  The Woodlands, TX
  The Woodlands, TX
• 2000-02-22 → 2014-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-30
• S63 Uniform Securities Agent State Law Examination
  1999-03-30