Gabriela Rubio

THE BLACKMONT GROUP

FULLERTON, CA 92835

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CRD#: 4920034

Professional summary

Gabriela Rubio is a registered financial advisor currently at THE BLACKMONT GROUP located in Fullerton, California.

Gabriela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gabriela has worked at 6 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 Gabriela Rubio'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®

None

Experience

Current

April 29, 2026 - Present

THE BLACKMONT GROUP

Office #1: 1440 N. Harbor Blvd Suite 900, Fullerton, CA 92835

RIA

CRD#: 332776

FULLERTON, CA

Past

January 8, 2024 - September 24, 2024

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

Fullerton, CA

Past

January 8, 2024 - September 24, 2024

CFD INVESTMENTS, INC.

CRD#: 25427

Fullerton, CA

Past

August 29, 2017 - October 25, 2023

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

NEWPORT BEACH, CA

Past

January 13, 2010 - October 25, 2023

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEWPORT BEACH, CA

Past

December 26, 2008 - July 9, 2009

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BEVERLY HILLS, CA

Past

April 25, 2007 - December 26, 2008

LPL FINANCIAL LLC

CRD#: 6413

SAN BERNARDINO, CA

Past

May 18, 2005 - January 4, 2007

WAMU INVESTMENTS, INC.

CRD#: 599

FULLERTON, CA

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

California
(4/29/2026)

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 65

Date: 8/29/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/2005

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: 5/17/2005

General Securities Representative Examination

Current Firm

THE BLACKMONT GROUP

MONTENEGRO, ANTHONY | THE BLACKMONT GROUP LLC | THE BLACKMONT GROUP

CRD#: 332776 / SEC#:

California

Registered Investment Advisory firm - (9/27/2024 Approved)

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Contact information

Main Address

1440 N. Harbor Blvd Suite 900, Fullerton, CA 92835

Mailing Address

Phone number

(714) 987-2453

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 8,005,917

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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Gabriela Rubio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriela Rubio's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BLACKMONT GROUP

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

LPL FINANCIAL LLC

WAMU INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2017

Series 63

Date: 12/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2005

Current Firm

THE BLACKMONT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE BLACKMONT GROUP

TRUST BUT VERIFY

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