Leonardo Gamboa is a registered investment advisor, based in Miami, FL, with 9 years of industry experience.
Location
1441 Brickell Ave, Suite 1700, Miami, FL, 33131
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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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Leonardo is also an investment advisor with Bolon Global Asset Management.
Employment History
Current Registrations
Bolton Global CapitalBroker
September 2021 - Present · 4 yrs 8 mos
Bolton Global Asset Management
May 2021 - Present · 5 yrs
Previous Registrations
Wealth Solutions USA, LLC
August 2018 - May 2021 · 2 yrs 9 mos
We Family Offices
October 2016 - August 2018 · 1 yr 10 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.