Gabriel G. Elorduy

BULLTICK WEALTH MANAGEMENT

Shenandoah, TX 77384

Some features on this profile are disabled

CRD#: 3142902

Professional summary

Gabriel Guillermo Elorduy is a registered financial advisor currently at BULLTICK WEALTH MANAGEMENT, LLC located in Shenandoah, Texas and BULLTICK, LLC located in Shenandoah, Texas.

Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gabriel has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Guillermo Elorduy'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®

None

Experience

Current

August 15, 2018 - Present

BULLTICK WEALTH MANAGEMENT, LLC

Office #1: 150 Pine Forest Drive Ste 601, Shenandoah, TX 77384

RIA

CRD#: 141588

Shenandoah, TX

Current

July 24, 2018 - Present

BULLTICK, LLC

Office #1: 1790 Hughes Landing Blvd. Suite 412, Shenandoah, TX 77380

CRD#: 104005

Shenandoah, TX

Past

March 1, 2017 - August 31, 2018

INVESTMENT PLACEMENT GROUP

CRD#: 14458

SAN DIEGO, CA

Past

July 22, 2014 - June 13, 2018

CROSSWELL FAMILY WEALTH ADVISORS

RIA

CRD#: 150076

THE WOODLANDS, TX

Past

May 28, 2014 - February 28, 2017

INSIGNEO SECURITIES, LLC

CRD#: 29249

Houston, TX

Past

February 22, 2000 - March 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

February 22, 2000 - March 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

January 19, 1999 - February 15, 2000

GAMMA CAPITAL SECURITIES, INC

CRD#: 41748

THE WOODLANDS, TX

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".

BULLTICK WEALTH MANAGEMENT, LLC

BULLTICK WEALTH MANAGEMENT, LLC | PROGRESS ADVISORS, LLC

CRD#: 141588 / SEC#: 801-69169

RIA

Registered Investment Advisory firm - (5/27/2008 Approved)

California

Registered Investment Advisory firm - (5/29/2008 Terminated)

Florida

Registered Investment Advisory firm - (5/29/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/25/2018)

Florida
(8/20/2018)

IAR

Florida
(8/30/2018)

Georgia
(11/5/2025)

New Jersey
(8/22/2018)

South Dakota
(7/31/2023)

Texas
(8/15/2018)

IAR

Texas
(8/15/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1999

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: 1/18/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BULLTICK WEALTH MANAGEMENT, LLC

BULLTICK WEALTH MANAGEMENT, LLC | PROGRESS ADVISORS, LLC

CRD#: 141588 / SEC#: 801-69169

RIA

Registered Investment Advisory firm - (5/27/2008 Approved)

California

Registered Investment Advisory firm - (5/29/2008 Terminated)

Florida

Registered Investment Advisory firm - (5/29/2008 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

333 Se 2nd Ave Suite 3950, Miami, FL 33131

Mailing Address

Phone number

(305) 533-1541

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BULLTICK WEALTH MANAGEMENT, LLC BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	388
AUM (Assets Under Management)	$ 1,676,677,683

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.

Similar Advisors

Casey Mack

THE SUM

IAR

The Woodlands, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gabriel G. Elorduy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Guillermo Elorduy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULLTICK, LLC

INVESTMENT PLACEMENT GROUP

CROSSWELL FAMILY WEALTH ADVISORS

INSIGNEO SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GAMMA CAPITAL SECURITIES, INC

Primary Firm SEC Registration

BULLTICK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/1999

Series 63

Date: 3/30/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1999

FINRA

Current Firm

BULLTICK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULLTICK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors