CG
Claudio M. Gambin Neto
GFG SOLUTIONS
ORLANDO, FL 32801
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CRD#: 5752180
CG
Professional summary
Claudio M Gambin Neto, who also goes by Claudio M Gambin, is a registered financial advisor currently at GFG SOLUTIONS located in Orlando, Florida.
Claudio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Claudio has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Claudio M Gambin
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.
1)NAME:CLAUDIO GAMBIN, INV REL:Y ADDR:@RESIDENTIAL ADDRESS ON RECORD, NATURE:LIFE INSURANCE POSITION:SALES/AGENT START:2/1/2020 NO HR/MO:20 NO HR/MO DUR TRADING:20. 2)NAME:GFG CONSULTING, INV REL:Y ADDR:@RESIDENTIAL ADDRESS ON RECORD NATURE:CONSULTING, POSITION:PRESIDENT START:12/1/2020 NO HR/MO:20 NO HR/MO DUR TRADING:20. 2)NAME: PGW PARTNERS LLC, INV REL:Y ADDR: 329 SOUTHVIEW DR, MECHANICSBURG PA 17055, NATURE: REAL ESTATE HOLDING, POSITION: MEMBER, START: 2/15/2022, NO HR/MO:1 NO HR/MO DUR TRADING:1, DUTIES:OWNING AND MANAGING REAL ESTATE. 3)NAME: GFG PAYROLL LLC, INV REL:Y ADDR:127 N MAGNOLIA AVE, ORLANDO FL 32801, NATURE:EMPLOYEE GROUP PAYROLL, POSITION:PRESIDENT, START: 11/20/2022, NO HR/MO: 20 NO HR/MO DUR TRADING:20, DUTIES: OVERSEEING BUDGETS, STAFF AND EXECUTIVES AND EVALUATING THE SUCCESS OF THE COMPANY. 4)NAME: GG INVESTMENTS LLC, INV REL:Y ADDR: 127 N MAGNOLIA AVE, ORLANDO FL 32801, NATURE: REAL ESTATE INVESTMENTS, POSITION:PRESIDENT, START: 10/28/2020, NO HR/MO: 20 NO HR/MO DUR TRADING: 20, DUTIES:OVERSEEING BUDGETS, STAFF, AND EXECUTIVES AND EVALUATING THE SUCCESS OF THE COMPANY. 5)NAME:GG GROUP VENTURES LLC, INV REL: Y ADDR: 127 N MAGNOLIA AVE, ORLANDO FL 32801, NATURE: CONSULTING, POSITION: PRESIDENT, START: 12/08/2020, NO HR/MO: 20 NO HR/MO DUR TRADING:20, DUTIES:OVERSEEING BUDGETS, STAFF AND EXECUTIVES AND EVALUATING THE SUCCESS OF THE COMPANY. 6)NAME: GFG BENEFITS LLC, INV REL: Y ADDR: 127 NO MAGNOLIA AVE, ORLANDO FL 32801, NATURE: EMPLOYEE GROUP BENEFITS, POSITION: PRESIDENT, START: 11/20/2022, NO HR/MO:20 NO HR/MO DUR TRADING:20, DUTIES: OVERSEEING BUDGETS, STAFF AND EXECUTIVES AND EVALUATING THE SUCCESS OF THE COMPANY. 7)NAME: OFFLINE BRANDS LLC, INV REL:N ADDRESS:2827 PARKLAND CIRCLE, WINTER PARK FL 32789, NATURE: FISHING APPAREL/GEAR, POSITION: OWNER, START: 03/24/2021, NO HR/MO: 20 NO HR/MO DUR TRADING:20 DUTIES:OWNER-FACILITATE AND GUIDE COMPANY OPERATIONS TO ENSURE COMPANY GOALS ARE MET.
CRS (Client Relationship Summary) - RIA
Click below to view Claudio M Gambin Neto'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®
NoneExperience
Current
September 11, 2024 - Present
GFG SOLUTIONS
Office #1: 150 N. Orange Street Suite 340, Orlando, FL 32801RIA
CRD#: 331977
ORLANDO, FL
Past
January 5, 2024 - February 15, 2025
GFG SOLUTIONS
RIA
CRD#: 328988
ORLANDO, FL
Past
April 22, 2020 - January 12, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Orlando, FL
Past
December 16, 2019 - January 12, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Orlando, FL
Past
December 9, 2013 - November 25, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
ORLANDO, FL
Past
July 21, 2010 - November 25, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ORLANDO, 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".
GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS
CRD#: 331977 / SEC#: 801-130954
RIA
Registered Investment Advisory firm - (9/11/2024 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(10/3/2024)
IAR
Texas(9/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS
CRD#: 331977 / SEC#: 801-130954
RIA
Registered Investment Advisory firm - (9/11/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 N. Orange Street Suite 340, Orlando, FL 32801
Mailing Address
Phone number
(412) 740-7930
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 666 |
| AUM (Assets Under Management) | $ 228,602,386 |
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.
