Gladys Milagros Lopez

Employer firm

Amerant Investments, Inc. CRD 117284

$782M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 11/2017
  Suntrust Bank
  Tamopa, FL
• 06/2014 → 08/2016
  Fifth Third Bank
  Tampa, FL
• 11/2017 → 07/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 11/2017 → 07/2021
  Suntrust Bank
  Tampa, FL
• 01/2020 → 07/2021
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 08/2021 → 11/2025
  Wells Fargo Bank, Na
  Springhill, FL
• 08/2021 → 11/2025
  Wells Fargo Clearing Services, Llc
  Springhill, FL
• 11/2025 → Present
  Amerant Investments, Inc.
  Coral Gables, FL

Previous Registrations

• 2021-08-31 → 2025-11-12
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Spring Hill, FL
• 2020-07-29 → 2021-07-23
  Truist Advisory Services, Inc.
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-10
• S63 Uniform Securities Agent State Law Examination
  2018-01-29

Other Names

• Gladys M Sanchez Marrero
• Gladys Milagros Lopez