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GA

Gil O. Aikins

ALCALA MULTI FAMILY OFFICE
Westport, CT 06880
Some features on this profile are disabled
CRD#: 5157274
GA

Professional summary


Gil O Aikins, who also goes by Gil O. Aikins, Gil Osei Aikins, Gil Aikins, Gil K Osei, Gil Kwesi Osei, is a registered financial advisor currently at ALCALA MULTI FAMILY OFFICE located in Westport, Connecticut and FIVENCA ASSET MANAGEMENT located in Miami, Florida.

Gil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Gil has worked at 17 firms and has passed the Series 65, Series 66, Series 63, Series 31, Series 16, Series 99TO, Series 82TO, Series 57TO, Series 52TO, SIE, Series 79, Series 3, Series 55, Series 7, Series 53, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gil O. Aikins | Gil Osei Aikins | Gil Aikins | Gil K Osei | Gil Kwesi Osei

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.
Global Securities Consulting Group LLC dba Bethel Landing Consulting. Non-Investment Related: Start Date 07/2011 to present. Title: Managing Principal. Located in Westport CT. Hours per week devoted to other business: 30 hours; possibly some during trading hours. Job duties include short-term project consulting; remote principal; and other compliance/operations outsourcing for BD/IA firms. Status Active. FINRA. Industry Regulator; Industry Arbitrator and Office of Hearing Officials (OHO); Start date 01/2024 to present. Title: Panelist. Location varies. Hours not defined until a hearing is assigned; possibly some during trading hours. Honorarium and bona-fide expenses covered per assigned case. Status Active. -- Blue Capay Ventures. Investment Related-Yes. Remote. Start date 07/2025 to present. Time devoted 1 hour per month. Title Contracted CCO. Investment related duties-No. Status NMA Pending. Havilah Holdings Ltd. Investment Related-No. Remote. Start date 03/2025 to 06/2025. Time devoted 4 hours per month. Title Director. Investment related duties-No. Status Inactive. Bethel Landing Ministries Inc. Investment Related-TBD, Easton CT. Start date TBD. Time devoted 5 hours per month. Title Minister. Religious 501(c)-3. Status Inactive. Bantam Lake Capital LLC (CPO/CTA). Investment Related-Yes, New York NY. Start date 11/2024 to present. Time devoted 2 hours per month. Contracted CCO. Investment related duties-No. Status Active. Alcala Family Office LLC. Investment Related-Yes, New York NY. Start date 10/2023 to present. Time devoted 1 hour per month. Contracted CCO. Investment related duties-No. Status Inactive. Fivenca Asset Management LLC. Investment Related-Yes, Miami FL. Start date 09/2023 to present. Time devoted 1 hour per month. Principal. Investment related duties-No. Status Active. Genial US LLC, Investment Related-Yes. Remote. Start date 10/2024 to 04/2025. Time devoted N/a. Title Business Advisor. Investment related duties-No. Status Inactive. Galicia Capital US. Investment Related-Yes, Miami FL. Start date 06/2024 to 01/2025. Time devoted 3 hours per month. Title Series 4 & 24 Principal (Contracted). Investment related duties-No. Status Inactive. Innova Advisors LLC. Investment Related-Yes, Miami FL; Start date 12/2023 to 12/2024. Time devoted .5 hours per month; none during market hours. Title Business Advisor. Investment Related duties-No. Status Inactive. Innova Advisors LLC. Investment Related-Yes, Miami FL; 10/2022 to 12/2023. Time devoted 4 hours per month; none during market hours. Title Interim CCO (Contracted). Investment Related duties-No. Status Inactive. VLB Capital LLC. Investment Related-Yes, Miami FL; 03/2023 to 12/2023. Time devoted 3 hours per month; none during market hours. Title Interim CCO (Contracted). Investment Related duties-No. Status Inactive. Credit Agricole Securities (USA) Inc. Investment Related-Yes, New York NY; 04/2023 to 10/2023. Time devoted 1 hour per week; none during market hours. Title Ad-hoc Project Consultant (Contracted). Investment Related duties-No. Status Inactive. Puente Servicios. Investment Related-Yes, Miami FL; 05/2023 to 09/2023. Time devoted 10 hours per week; some during market hours. Title Interim CCO (Contracted). Status Inactive. Beta Capital Securities/Creand. Investment Related-Yes, Miami FL; 01/2023 to 06/2023. Time devoted 10 hours per week; some during market hours. Title Third-party Compliance Consultant (Contracted). Investment Related duties-No. Status Inactive. BLR LLC. Investment Related-No, Fairfield CT; 01/2021 to 10/2025. Time devoted 1 hour per month; none during market hours. Title Partner. Rental Income Generating Property. Investment Related duties-No. Status Inactive.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gil O Aikins'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

February 28, 2024 - Present

ALCALA MULTI FAMILY OFFICE

Office #1: 62 Post Road West, Westport, CT 06880
RIA
CRD#: 325214
Westport, CT
Current

April 15, 2024 - Present

FIVENCA ASSET MANAGEMENT

Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131
RIA
CRD#: 288527
Miami, FL
Current

May 17, 2023 - Present

BETHEL LANDING SECURITIES LLC

Office #1: 125 Mile Common Rd, Easton, CT 06612
BD
CRD#: 318565
Easton, CT
Current

April 4, 2024 - Present

AUERBACH GRAYSON & COMPANY LLC

Office #1: 20w 55th Street, New York, NY 10019
BD
CRD#: 30761
New York, NY
Past

September 4, 2024 - January 8, 2025

GALICIA CAPITAL US, LLC

BD
CRD#: 329157
MIAMI, FL
Past

July 20, 2024 - August 31, 2025

AUREANA CAPITAL MANAGEMENT, LLC

RIA
CRD#: 154124
Westport, CT
Past

June 20, 2024 - September 4, 2024

MOONFARE SECURITIES USA

BD
CRD#: 325838
NEW YORK, NY
Past

July 6, 2023 - September 28, 2023

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

RIA
CRD#: 311609
Easton, CT
Past

April 20, 2023 - July 19, 2024

LYNDHURST SECURITIES INC.

BD
CRD#: 315582
WOODLAND HILLS, CA
Past

April 17, 2023 - July 19, 2024

LAZARI CAPITAL MANAGEMENT, INC.

RIA
CRD#: 172932
EASTON, CT
Past

April 17, 2023 - September 28, 2023

PUENTE SERVICIOS FINANCIEROS LLC

BD
CRD#: 304587
MIAMI, FL
Past

January 13, 2023 - November 16, 2023

INNOVA ADVISORS

RIA
CRD#: 318958
Easton, CT
Past

January 3, 2023 - June 22, 2023

CREAND SECURITIES

BD
CRD#: 38964
MIAMI, FL
Past

December 1, 2021 - February 26, 2025

KEPLER CAPITAL MARKETS, INC.

BD
CRD#: 139148
NEW YORK, NY
Past

August 23, 2016 - June 2, 2023

BRASIL PLURAL SECURITIES LLC

BD
CRD#: 159384
NEW YORK, NY
Past

March 15, 2013 - September 15, 2014

ENCLAVE CAPITAL LLC

BD
CRD#: 22732
NEW YORK, NY
Past

August 30, 2006 - April 18, 2011

UBS SECURITIES LLC

BD
CRD#: 7654
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
California
(7/12/2024)
RR
Connecticut
(5/23/2023)
RR
Florida
(8/10/2023)
IAR
Florida
(4/15/2024)
RR
New York
(5/23/2023)
IAR
New York
(2/28/2024)
RR
Texas
(8/29/2024)
RR
Utah
(7/1/2024)
RR
Washington
(7/24/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/11/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/1/2025
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 16
Date: 3/1/2024
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/17/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/3/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/26/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FA
FIVENCA ASSET MANAGEMENT
FIVENCA ASSET MANAGEMENT | FIVENCA ASSET MANAGEMENT LLC

CRD#: 288527 / SEC#: 801-125721

Florida
Registered Investment Advisory firm - (6/7/2018 Approved)
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Contact information


Main Address
1221 Brickell Ave Suite 900, Miami, FL 33131
Mailing Address
Phone number
(646) 348-0896
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 42,292,568

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


FIVENCA ASSET MANAGEMENT

CRD#: 288527Westport, CT 06880

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