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Gilbert M. Delosreyes

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CRD#: 1911940
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gilbert Miranda Delosreyes, who also goes by Bert Delosreyes, was a registered financial professional .

Gilbert is a previously registered financial professional and started their career in finance in 1989. Gilbert had worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bert Delosreyes

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 11, 2006 - December 31, 2016

GOLDSMITH MELLON DELOSREYES, INC.

RIA
CRD#: 126112
LONG ISLAND CITY, NY
Past

August 23, 1994 - November 4, 1997

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

June 1, 1990 - August 11, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 8, 1989 - July 3, 1990

HANES, MORGAN & COMPANY

BD
CRD#: 1096
Past

December 4, 1989 - June 29, 1990

MADISON CHAPIN ASSOCS., INC.

BD
CRD#: 14483
Past

November 1, 1989 - January 2, 1990

PRINCETON FINANCIAL GROUP, INC.

BD
CRD#: 14597
Past

January 24, 1989 - November 8, 1989

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/14/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1989
General Securities Principal Examination

Current Firm


GM
GOLDSMITH MELLON DELOSREYES, INC.
GOLDSMITH MELLON DELOSREYES, INC.

CRD#: 126112 / SEC#:

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Contact information


Main Address
Long Island City, NY
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOLDSMITH MELLON DELOSREYES, INC.

CRD#: 126112

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