GM
GM

Gianna Avila Mossotti

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.1B

Fee Structure

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Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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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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Employment History
Current Registrations
Quadcap Wealth Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
Fisher Investments
February 2024 - August 2025 · 1 yr 6 mos
Exencial Wealth Advisors
March 2021 - January 2024 · 2 yrs 10 mos
Charles Schwab & CO., INC.
May 2020 - November 2020 · 6 mos
Charles Schwab & CO., INC.Broker
March 2020 - November 2020 · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.