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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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GC

Gilbert A. Cortez

CORTEZ WEALTH MANAGEMENT
EL PASO, TX 79912
Some features on this profile are disabled
CRD#: 5408442
GC

Professional summary

Gilbert Adan Cortez, who also goes by Gilbert Cortez, Gilbert A Cortez, is a registered financial advisor currently at CORTEZ WEALTH MANAGEMENT located in El Paso, Texas.

Gilbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gilbert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gilbert Cortez | Gilbert A Cortez

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 Gilbert Adan Cortez'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

November 21, 2024 - Present

CORTEZ WEALTH MANAGEMENT

Office #1: 7001 Westwind Ste 130, El Paso, TX 79912
RIA
CRD#: 333390
EL PASO, TX
Past

November 26, 2024 - April 6, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
El Paso, TX
Past

June 14, 2024 - November 13, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
EL PASO, TX
Past

June 14, 2024 - November 13, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
EL PASO, TX
Past

March 3, 2017 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
EL PASO, TX
Past

March 3, 2017 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
EL PASO, TX
Past

October 3, 2016 - March 17, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
EL PASO, TX
Past

October 3, 2016 - March 17, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
EL PASO, TX
Past

February 18, 2011 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
EL PASO, TX
Past

February 18, 2011 - October 3, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
EL PASO, TX
Past

January 2, 2008 - February 23, 2011

EDWARD JONES

RIA
CRD#: 250
EL PASO, TX
Past

October 11, 2007 - February 23, 2011

EDWARD JONES

BD
CRD#: 250
EL PASO, TX

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
Arizona
(3/2/2026)
IAR
Colorado
(2/20/2025)
IAR
New Mexico
(11/26/2024)
IAR
Texas
(11/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/2007
General Securities Representative Examination

Current Firm

CW
CORTEZ WEALTH MANAGEMENT
CORTEZ WEALTH MANAGEMENT | CORTEZ WEALTH MANAGEMENT, LLC

CRD#: 333390 / SEC#:

Colorado
Registered Investment Advisory firm - (2/20/2025 Approved)
New Mexico
Registered Investment Advisory firm - (11/26/2024 Approved)
Texas
Registered Investment Advisory firm - (11/21/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
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
7001 Westwind Ste 130, El Paso, TX 79912
Mailing Address
Phone number
(915) 777-3112
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts173
AUM (Assets Under Management)$ 23,119,029

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

CORTEZ WEALTH MANAGEMENT

CRD#: 333390El Paso, TX 79912

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