Gabriel F. Freund

BROGAN ASSET MANAGEMENT

Doral, FL

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CRD#: 2769896

Professional summary

Gabriel Francisco Freund, who also goes by Gabriel F Freund, Gabriel F Freundvega, Gabriel Francisco Freundvega, Gabriel Francisco Freund-vega, is a registered financial advisor currently at BROGAN ASSET MANAGEMENT, LLC located in Doral, Florida.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gabriel has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabriel F Freund | Gabriel F Freundvega | Gabriel Francisco Freundvega | Gabriel Francisco Freund-Vega

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) - RIA

Click below to view Gabriel Francisco Freund's CRS (Customer Relationship Summary).

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

Current

February 1, 2026 - Present

BROGAN ASSET MANAGEMENT, LLC

RIA

CRD#: 336800

Doral, FL

Past

May 20, 2024 - December 10, 2024

AMERANT INVESTMENTS, INC.

CRD#: 117284

CORAL GABLES, FL

Past

May 9, 2024 - November 25, 2025

WELCY CAPITAL ADVISORS LLC

RIA

CRD#: 154782

Doral, FL

Past

February 27, 2015 - May 7, 2024

SANTANDER SECURITIES LLC

CRD#: 41791

Miami, FL

Past

April 21, 2014 - July 14, 2014

BNP PARIBAS INVESTMENT SERVICES, LLC

CRD#: 44598

MIAMI, FL

Past

May 2, 2013 - June 28, 2013

DELTEC WEALTH MANAGEMENT, LLC

RIA

CRD#: 166306

PALM BEACH GARDENS, FL

Past

July 21, 2011 - July 10, 2014

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

JUPITER, FL

Past

May 29, 2007 - July 19, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FORT LAUDERDALE, FL

Past

December 14, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

FORT LAUDERDALE, FL

Past

January 10, 2001 - May 2, 2001

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

June 4, 1999 - September 28, 2000

GFI SECURITIES LLC

CRD#: 19982

NEW YORK, NY

Past

November 10, 1998 - December 15, 1998

D. E. SHAW INVESTMENTS, L.P.

CRD#: 22786

NEW YORK, NY

Past

July 1, 1997 - August 4, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2014

General Securities Representative Examination

Current Firm

BROGAN ASSET MANAGEMENT, LLC

CRD#: 336800 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (12/3/2025 Approved)

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Contact information

Main Address

Wynnewood, PA

Mailing Address

Phone number

(610) 745-7961

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 500,000

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.

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Advisor Monitoring

Firm Stability Insights

Gabriel F. Freund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Francisco Freund's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERANT INVESTMENTS, INC.

WELCY CAPITAL ADVISORS LLC

SANTANDER SECURITIES LLC

BNP PARIBAS INVESTMENT SERVICES, LLC

DELTEC WEALTH MANAGEMENT, LLC

GFO ADVISORY SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

DEUTSCHE BANK SECURITIES INC.

GFI SECURITIES LLC

D. E. SHAW INVESTMENTS, L.P.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/5/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2014

Current Firm

BROGAN ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROGAN ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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