GR
Gabriel A. Requena
FLORIDA ATLANTIC SECURITIES
Miami, FL 33156
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CRD#: 4413123
GR
Professional summary
Gabriel Alberto Requena is a registered financial advisor currently at FLORIDA ATLANTIC SECURITIES CORP. located in Miami, Florida.
Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gabriel has worked at 5 firms and has passed the Series 65, Series 66, Series 52TO, SIE, Series 7, Series 14, Series 53, Series 4 and Series 24 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.
Reliance Earth & Biodiversity (501C3) registered Oct 2020. Role: Donor/Exec Dir/Development/Outreach. No economic or operating activity to date. Approx hrs. expected 15hrs/mth (w/ends). Start date = Feb/20201donation of equipment. Sustainable/circular pilot program of glass recycling into sand/silicon to be re-used for all acceptable applications/industries having an env/social impact. Jan23 update: this activity has been on hold dedicating very little time as it has been challenging to change minds. 360 Box Inc, Miami based, space as a service, passive investor, no compensation. Equity ownership. No conflict of current or future business. Joyful Family 501C3 organization focused on developing spaces and programs in nature where we can learn and share our holistic, sustainable, & conscious way of living with health, purpose, & joy. Non investment related. Registed 30 N Gould St, Sheridan, WY 82801. Non active board member as of 2024. Minimal time dedicated. Provide support from US when needed
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel Alberto Requena's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gabriel Alberto Requena'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®
NoneExperience
Current
July 15, 2016 - Present
FLORIDA ATLANTIC SECURITIES CORP.
Office #1: 9130 South Dadeland Blvd Suite 1628, Miami, FL 33156Office #2: 9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156RIA
BD
CRD#: 43272
Miami, FL
Current
November 7, 2014 - Present
FLORIDA ATLANTIC SECURITIES CORP.
Office #1: 9130 South Dadeland Blvd Suite 1628, Miami, FL 33156Office #2: 9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156RIA
BD
CRD#: 43272
Miami, FL
Past
February 9, 2010 - November 6, 2014
HAPOALIM SECURITIES USA, INC.
BD
CRD#: 266
AVENTURA, FL
Past
August 8, 2008 - December 31, 2008
HAPOALIM SECURITIES USA, INC.
BD
CRD#: 266
NEW YORK, NY
Past
November 18, 2005 - October 11, 2006
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
MIAMI, FL
Past
May 25, 2004 - September 13, 2005
AMERANT INVESTMENTS, INC.
RIA
CRD#: 117284
CORAL GABLES, FL
Past
May 3, 2004 - September 13, 2005
AMERANT INVESTMENTS, INC.
BD
CRD#: 117284
CORAL GABLES, FL
Past
August 27, 2001 - May 6, 2004
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
August 24, 2001 - May 6, 2004
CITIGROUP GLOBAL MARKETS INC.
BD
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.RR
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
RR
Florida(11/7/2014)
IAR
Florida(7/15/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FLORIDA ATLANTIC SECURITIES CORP.
ATLANTIC INVESTMENT SERVICES CORP. | FLORIDA ATLANTIC SECURITIES CORP.
CRD#: 43272 / SEC#: , 8-50205
Florida
Registered Investment Advisory firm - SEC (12/2/2011 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156
Mailing Address
9130 South Highdadeland Blvd Suite 160, Miami, FL 33156
Phone number
(305) 670-9250
Established
Florida since 04/16/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
5
FINRA licenses (13 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALAN S PAREIRA LIVING TRUST | SHAREHOLDER | |
| ALAN S. PAREIRA 1997 FAMILY TRUST | SHAREHOLDER | |
| BEANEY, WILLIAM TREVOR | CEO, DIRECTOR, SHAREHOLDER | 5138058 |
| BUDLONG, SAMUEL SEWALL | VP, SHAREHOLDER | 1980093 |
| CABRERA, IDOLIDIA CABRERA | ADMINISTRATION, SHAREHOLDER | |
| PAREIRA, ALAN SIDNEY | DIRECTOR; CHAIRMAN, TRUSTEE OF ALAN S PAREIRA LIVING TRUST | 356287 |
| PAREIRA, BARBARA ANN | TRUSTEE OF ALAN S PAREIRA 1997 FAMILY TRUST | |
| REQUENA, GABRIEL ALBERTO | CCO; ROP, PRINCIPAL, SHAREHOLDER | 4413123 |
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 101,584,189 |
Disclosures
| Regulatory Event | 1 |
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
FLORIDA ATLANTIC SECURITIES CORP.
CRD#: 43272Miami, FL 33156TRUST BUT VERIFY
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