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GB

Gabriel M. Bustamante

BAYSHORE WEALTH ADVISORS
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 4786538
GB

Professional summary

Gabriel Munoz Bustamante is a registered financial advisor currently at BAYSHORE WEALTH ADVISORS located in Coral Gables, Florida.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gabriel has worked at 2 firms and has passed the Series 66 exam.

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 Munoz Bustamante'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

December 20, 2007 - Present

BAYSHORE WEALTH ADVISORS

Office #1: 121 Alhambra Plaza Suite 1210, Coral Gables, FL 33134
RIA
CRD#: 144191
Coral Gables, FL
Past

October 27, 2004 - December 31, 2007

CHOREO, LLC

RIA
CRD#: 111221
CORAL GABLES, FL

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".
BW
BAYSHORE WEALTH ADVISORS
BAYSHORE ASSET MANAGEMENT, LLC | PROVIDENT WEALTH MANAGEMENT, LLC | BAYSHORE WEALTH ADVISORS

CRD#: 144191 / SEC#: 801-68559

RIA
Registered Investment Advisory firm - (11/13/2007 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
(12/20/2007)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/24/1998
Uniform Combined State Law Examination

Current Firm

BW
BAYSHORE WEALTH ADVISORS
BAYSHORE ASSET MANAGEMENT, LLC | PROVIDENT WEALTH MANAGEMENT, LLC | BAYSHORE WEALTH ADVISORS

CRD#: 144191 / SEC#: 801-68559

RIA
Registered Investment Advisory firm - (11/13/2007 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
121 Alhambra Plaza Suite 1210, Coral Gables, FL 33134
Mailing Address
Phone number
(786) 888-9400
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAYSHORE WEALTH ADVISORS FORM ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts419
AUM (Assets Under Management)$ 740,057,030

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

BAYSHORE WEALTH ADVISORS

CRD#: 144191Coral Gables, FL 33134

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