Traci Lynn Sarmiento

Employer firm

Gill Capital Partners, LLC CRD 14559

$862M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2014 → 03/2019
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 10/2014 → 03/2020
  Cherry Street Partners
  Denver, CO
• 03/2019 → Present
  Gill Capital Partners, Llc
  Denver, CO

Previous Registrations

• 2016-01-01 → 2019-12-31
  Cherry Street Partners
  Denver, CO
• 2013-12-16 → 2014-10-13
  Curian Capital, Llc
  Denver, CO
• 2007-11-12 → 2013-11-21
  Citigroup Global Markets Inc.
  Denver, CO
  Denver, CO
• 2007-01-03 → 2007-11-13
  Capwest Securities, Inc.
  Greeley, CO
• 2006-08-08 → 2007-02-14
  Cobiz Wealth
  Denver, CO
• 2002-05-16 → 2006-06-06
  Wells Fargo Investments, Llc
  Denver, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-26
• S66 Uniform Combined State Law Examination
  2002-05-15

Other Names

• Traci Lynn Horan