Gabriel Guillermo Elorduy

Bulltick Wealth Management, LLC

26 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Bulltick Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

253 clients

Average Client Portfolio

$6.6M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Location

150 Pine Forest Drive, Suite 401, Shenamdoah, TX, 77384

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

February 2014

Customer Dispute

January 2014

Settled

Customer Dispute

September 2013

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Bulltick Wealth Management, LLC

August 2018 - Present · 7 yrs 6 mos

Bulltick, LLCBroker

July 2018 - Present · 7 yrs 7 mos

Previous Registrations

Investment Placement GroupBroker

March 2017 - August 2018 · 1 yr 5 mos

Crosswell Advisors, LLC

July 2014 - June 2018 · 3 yrs 11 mos

Global Investor Services, L.C.Broker

May 2014 - February 2017 · 2 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2000 - March 2014 · 14 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

February 2000 - March 2014 · 14 yrs 1 mo

Gamma Capital Securities, INCBroker

January 1999 - February 2000 · 1 yr 1 mo

State Registrations6 states

CAFLGANJSDTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.