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Gabriel Antuna

32 Years of Experience
BrokerSells Insurance

Gabriel Antuna is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 32 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gabriel is a licensed insurance agent selling variable life and variable annuities, life, accident, and health insurance, spending about 10% of his time on this. He is also president of Gabriel Asset Management Inc., spending all of his time on this activity, and engages in acting/voice-over work, language translation, and real estate referrals, each taking minimal time.

Employment History
Current Registrations
Nfsg Corporation
July 2017 - Present · 8 yrs 9 mos
Newbridge Securities Corporation
July 2017 - Present · 8 yrs 9 mos
Newbridge Securities CorporationBroker
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
Andrew Garrett, INC.
June 2007 - July 2017 · 10 yrs 1 mo
Andrew Garrett INC.Broker
February 2007 - July 2017 · 10 yrs 5 mos
S.W. Bach & Company
November 2005 - February 2007 · 1 yr 3 mos
S.W. Bach & CompanyBroker
November 2005 - February 2007 · 1 yr 3 mos
Kirlin Securities INC.Broker
September 2001 - December 2005 · 4 yrs 3 mos
M.S. Farrell & Company, INC.Broker
November 1993 - September 2001 · 7 yrs 10 mos
State Registrations29 states
AZCACOCTDEFLGAIAIDILINLAMAMDMIMOMSNCNDNHNJNYOHPAPRSDTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.