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Claudia Margarita Reyes

Gfs Advisors LLC

Houston, TX

CRD 2735333

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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:

Current Employers
Gfs Advisors Llc

1330 Post Oak Blvd., Suite 2100, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-09
  • TX RA
    APPROVED
    Since 2017-02-09

Branch Locations

1330 Post Oak Blvd., Suite 2100, Houston, TX 77056 • 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
OrganizationCityStateFromTo
Global Financial Services Llc Houston TX 01/2007 Present
  • 01/2007 → Present
    Global Financial Services Llc
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-02-12
  • S63 Uniform Securities Agent State Law Examination
    2016-02-12
Designations
  • Chartered Financial Analyst
Other Names
  • Claudia Margarita Moncayo
  • Claudia Margarita Reyes Athie

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

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