Victor M. Gil

IADVISE PARTNERS

NEW YORK, NY 10017

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CRD#: 3081913

Professional summary

Victor Manuel Gil, CFA, who also goes by VIctor M Gil, is a registered financial advisor currently at IADVISE PARTNERS located in New York, New York.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Victor has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victor M Gil

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.

iAdvise Real Estate LLC, non-invesmtn related - CEO - Real Estate Broker - Property management - Start 7/2015 - 5 hours monthly

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Manuel Gil's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

April 14, 2025 - Present

IADVISE PARTNERS

Office #1: 747 Third Avenue Ste. 34b, New York, NY 10017

RIA

CRD#: 168564

NEW YORK, NY

Past

December 12, 2013 - December 31, 2013

IADVISE PARTNERS

RIA

CRD#: 168564

NEW YORK, NY

Past

June 13, 2001 - December 16, 2003

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

August 24, 1998 - April 27, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IADVISE PARTNERS

IADVISE PARTNERS | IADVISE PARTNERS LLC

CRD#: 168564 / SEC#: 801-78614

RIA

Registered Investment Advisory firm - (9/30/2013 Approved)

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

Florida
(4/14/2025)

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

IAR

Series 65

Date: 12/11/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1998

General Securities Representative Examination

Current Firm

IADVISE PARTNERS

IADVISE PARTNERS | IADVISE PARTNERS LLC

CRD#: 168564 / SEC#: 801-78614

RIA

Registered Investment Advisory firm - (9/30/2013 Approved)

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Contact information

Main Address

747 Third Avenue Ste. 34b, New York, NY 10017

Mailing Address

Phone number

(212) 686-4601

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IADVISE_FORM ADV_BROCHURE AND SUPPLEMENT (6/2/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 190,442,528

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
06/11/2024	Cover Page	Report

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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Victor M. Gil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Manuel Gil's CRS (Customer Relationship Summary).

Certified licenses

Experience

IADVISE PARTNERS

DEUTSCHE BANK SECURITIES INC.

JPMSI

Primary Firm SEC Registration

IADVISE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2013

Series 63

Date: 9/4/1998

Series 7

Date: 8/17/1998

Current Firm

IADVISE PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

IADVISE PARTNERS

TRUST BUT VERIFY

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