Gilbert Mercado

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

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

• 09/2006 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 09/2022 → 06/2025
  El Toston Puerto Rican Food Llc
  Del Rio, TX

Other Businesses

1. MONEY LINK FINANCIAL SERVICES INC AND LIBERTY TAX,DBA-AMISTAD TAXES PLUS, PRESIDENT, SINCE 12/2003, PREPARE TAX RETURNS, ACCOUNTING DOCUMENTS, MEET WITH CLIENTS, 80-90 HRS. MO., ALL DURING SECURITIES TRADING. 2. Gilbert Mercado Financial Services Inc., DBA, Owner, investment related, 60% time spent on activity during securities hrs. 3. Funeral Trusts, Trust Related Services, Agent. Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. Dos Aguilas and Associates LLC, since 7/1/2024, owner, Advisor Mentoring, Non-investment related, 1-10% time spent on activity during securities hrs 5. Mastery Alliance LLC, since 4/15/2025. OWNER, CE Provider, Coaching, Non-investment related, 1-10% time spent on activity during securities hrs. 6. West Wind Condo Association Inc , since 6/11/2025, HOA association, officer. Non-investment related, 1-10% time spent on activity during securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-24
• S63 Uniform Securities Agent State Law Examination
  2006-09-27

Other Names

• Gilbert Mercado
• Gilbert Mercado