GS
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Gabriel J Lopez Sanchez

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
383 clients
Average Client Portfolio
$405K average
Assets Under Management
$155.3M

Fee Structure

Financial Planning:Investment management only
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Location

300 West 6th Street, Suite 1550, Austin, TX, 78701-4666

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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 an Investment Advisor Representative at Stonecrest Advisors, Inc., dedicating full-time hours to this role. He also serves as President & Co-owner of LV Properties LLC, focusing on real estate acquisition and rentals, which takes about 10-20% of his time.

Employment History
Current Registrations
Stonecrest Advisors, INC.
October 2022 - Present · 3 yrs 4 mos
Stonecrest Capital Markets, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
October 2021 - October 2022 · 1 yr
Morgan StanleyBroker
July 2021 - October 2022 · 1 yr 3 mos
State Registrations6 states
CAFLGAMONYPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.