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Gerardo Gomez De La Sierra

ALTAMIRA CAPITAL MANAGEMENT LLC
San Antonio, TX 78216
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CRD#: 5859366
GG

Professional summary


Gerardo Gomez De La Sierra, who also goes by Gerardo Gomez, Gerardo Gomezdelasierra, is a registered financial advisor currently at ALTAMIRA CAPITAL MANAGEMENT LLC located in San Antonio, Texas.

Gerardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gerardo has worked at 2 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gerardo Gomez | Gerardo Gomezdelasierra

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 Gerardo Gomez De La Sierra'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

August 27, 2013 - Present

ALTAMIRA CAPITAL MANAGEMENT LLC

Office #1: 100 Ne Loop 410 Ste. 775, San Antonio, TX 78216
RIA
CRD#: 168486
San Antonio, TX
Past

January 7, 2011 - August 6, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN ANTONIO, TX
Past

December 13, 2010 - August 6, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN ANTONIO, 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
Texas
(8/27/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
ALTAMIRA CAPITAL MANAGEMENT LLC
ALTAMIRA CAPITAL MANAGEMENT LLC | ALTAMIRA PRIMA FUND, LP

CRD#: 168486 / SEC#:

Texas
Registered Investment Advisory firm - (8/27/2013 Approved)
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Contact information


Main Address
100 Ne Loop 410 Ste. 775, San Antonio, TX 78216
Mailing Address
Phone number
(210) 592-7100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 4,723,146

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


ALTAMIRA CAPITAL MANAGEMENT LLC

CRD#: 168486San Antonio, TX 78216

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