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Gabriel Requena

21 Years of Experience
Miami, FL
Broker

Gabriel Requena is a registered investment advisor at Florida Atlantic Securities CORP., based in Miami, FL, with 21 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
42 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$101.6M

Fee Structure

Investment management only (planning not offered)

Florida Atlantic Securities Corp. (FASC) offers discretionary investment management services where they manage your investments for you. The annual management fee is a percentage of the value of your account, calculated at the end of each quarter. The exact fee is negotiable. You can end the service at any time with written notice, and you'll only be charged for the services you've already received. FASC may also receive commissions as a broker-dealer, but may reduce advisory fees to offset commissions.

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Location

9130 South Dadeland Blvd., Suite 1600, Miami, FL, 33156

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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 Activities

Gabriel is involved with Reliance Earth & Biodiversity, a non-profit focused on sustainable recycling, but dedicates minimal time due to challenges. He is also a passive investor in 360 Box Inc and a non-active board member for Joyful Family 501C3, dedicating minimal time and providing support when needed.

Employment History
Current Registrations
Florida Atlantic Securities CORP.
July 2016 - Present · 9 yrs 10 mos
Florida Atlantic Securities CORP.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Hapoalim Securities USA, INC.Broker
February 2010 - November 2014 · 4 yrs 9 mos
Hapoalim Securities USA, INC.Broker
August 2008 - December 2008 · 4 mos
Brookstreet Securities CorporationBroker
November 2005 - October 2006 · 11 mos
Commercebank Investments Services, INC.
May 2004 - September 2005 · 1 yr 4 mos
Commercebank Investment Services, INC.Broker
May 2004 - September 2005 · 1 yr 4 mos
Citigroup Global Markets INC.
August 2001 - May 2004 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2001 - May 2004 · 2 yrs 9 mos
State Registrations1 state
FL
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.