Gabriel J. Markiz
MARKIZ WEALTH MANAGEMENT
Port Washington, NY
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CRD#: 4673290
Professional summary
Gabriel J. Markiz, CFP® is a registered financial advisor currently at MARKIZ WEALTH MANAGEMENT located in Port Washington, New York.
Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gabriel has worked at 1 firm .
Biography
Portland Financial Advisors is an Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services. We offer a high level of personal attention that only an independent, locally-owned company can provide. We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family. As fee-only planners, we do not accept commissions for financial planning products or referral fees. Every decision we make is based on the interests of our clients without regard to compensation.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
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.
MR. MARKIZ IS A CPA. HIS FIRM, "GABRIEL J. MARKIZ,CPA" IS LOCATED AT 4106 SW 43RD AVENUE, PORTLAND, OREGON 97221. MR. MARKIZ'S POSITION WITH THE NON INVESTMENT-RELATED FIRM IS OWNER. MR. MARKIZ CURRENTLY SPENDS THE MAJORITY OF HIS TIME DEVOTED TO CPA WORK. HE HOPES THAT AS HIS CLIENT BASE GROWS HE CAN DEVOTE MORE OF HIS TIME TO FINANCIAL PLANNING. MR. MARKIZ'S DUTIES ARE THOSE NORMALLY TYPICAL FOR A CPA.
CRS (Client Relationship Summary) - RIA
Click below to view Gabriel J. Markiz'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®
CFP®
Start date: 2002
Experience
Current
August 15, 2003 - Present
MARKIZ WEALTH MANAGEMENT
RIA
CRD#: 127371
Port Washington, 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".
MW
MARKIZ WEALTH MANAGEMENT
MARKIZ GROUP, LLC | PORTLAND FINANCIAL ADVISORS, INC. | PORTLAND FINANCIAL ADVISORS INC | MARKIZ WEALTH MANAGEMENT
CRD#: 127371 / SEC#: 801-115289
RIA
Registered Investment Advisory firm - (5/15/2019 Approved)Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)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
Oregon(8/15/2003)
IAR
Washington(6/2/2017)
Exams
Current Firm
MW
MARKIZ WEALTH MANAGEMENT
MARKIZ GROUP, LLC | PORTLAND FINANCIAL ADVISORS, INC. | PORTLAND FINANCIAL ADVISORS INC | MARKIZ WEALTH MANAGEMENT
CRD#: 127371 / SEC#: 801-115289
RIA
Registered Investment Advisory firm - (5/15/2019 Approved)Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Port Washington, NY
Mailing Address
Phone number
(503) 805-3485
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 105,673,722 |
Red Flags
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