Adriana M. Gentilini

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CRD#: 4856367

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Adriana Margarita Gentilini, who also goes by Adriana Margarita Gentilini Ms., Adriana Gentilini, was a registered financial professional .

Adriana is a previously registered financial professional and started their career in finance in 2004. Adriana had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Adriana Margarita Gentilini Ms. | Adriana Gentilini

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 8, 2018 - May 21, 2020

VIEW CAPITAL RIA, LP

RIA

CRD#: 130678

Dallas, TX

Past

July 10, 2007 - June 11, 2018

VCA SECURITIES, LP

CRD#: 130748

DALLAS, TX

Past

April 5, 2006 - February 20, 2007

STANFORD GROUP COMPANY

RIA

CRD#: 39285

HOUSTON, TX

Past

March 31, 2006 - February 20, 2007

STANFORD GROUP COMPANY

CRD#: 39285

HOUSTON, TX

Past

December 15, 2004 - September 22, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

THE WOODLANDS, TX

Past

November 17, 2004 - September 22, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

VIEW CAPITAL RIA, LP

BLUFFVIEW RIA, LP | VIEW CAPITAL RIA, LP

CRD#: 130678 / SEC#: 801-62983

RIA

Registered Investment Advisory firm - (4/9/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 12/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/3/2016

General Securities Principal Examination

Current Firm

VIEW CAPITAL RIA, LP

BLUFFVIEW RIA, LP | VIEW CAPITAL RIA, LP

CRD#: 130678 / SEC#: 801-62983

RIA

Registered Investment Advisory firm - (4/9/2004 Approved)

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Contact information

Main Address

2727 N. Harwood Street Suite 225, Dallas, TX 75201

Mailing Address

Phone number

(214) 855-2550

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

VIEW CAPITAL RIA, LP - FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	169
AUM (Assets Under Management)	$ 1,774,409,102

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
10/18/2023	Cover Page	Report
09/28/2022	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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Firm Stability Insights

Adriana M. Gentilini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VCA SECURITIES, LP

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

VIEW CAPITAL RIA, LP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2004

SIE

Date: 6/11/2018

Series 7

Date: 11/16/2004

Series 24

Date: 8/3/2016

Current Firm

VIEW CAPITAL RIA, LP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIEW CAPITAL RIA, LP

TRUST BUT VERIFY

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