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Gabriela Batista

2 Years of Experience
San Juan, PR

Gabriela Batista is a registered investment advisor at Parliament Capital Management, LLC, based in San Juan, PR, with 2 years of industry experience. Gabriela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $990M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
27 clients
Average Client Portfolio
$36.8M average
Assets Under Management
$994.4M

Fee Structure

Investment management only (planning not offered)

Parliament Capital Management does not directly manage investments for individual investors. The firm provides investment management services solely to pooled investment vehicles or funds.

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Location

1511 Ponce De Leon Ave., Ciudadela- Torre 1000, Suite 6A, San Juan, PR, 00909

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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

Gabriela is the sole proprietor of Vex Capital, LLC, an entity created for real estate investments and other ventures that never materialized. Gabriela dedicates no time to this business.

Employment History
Current Registrations
Parliament Capital Management, LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
PR
Advisor

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.
Gabriela Batista - Financial Advisor | TrueAdvisor