GE
GE

Gabriel Elorduy

27 Years of Experience
Shenamdoah, TX
3 DisclosuresBroker

Gabriel Elorduy is a registered investment advisor at Bulltick Wealth Management, LLC, based in Shenamdoah, TX, with 27 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 315 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
315 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiated on an individual client basis and typically range between 0.50% and 1.75% of assets under management annually depending on account size and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

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

Get directions

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
Employment History
Current Registrations
Bulltick Wealth Management, LLC
August 2018 - Present · 8 yrs 2 mos
Bulltick, LLCBroker
July 2018 - Present · 8 yrs 3 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

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.