Gustavo C. Sanchez Nazario
Professional summary
Gustavo Carlo Sanchez Nazario, CFP®, who also goes by Gustavo Sanchez, is a registered financial advisor currently at SELECT PRIVATE WEALTH located in Lake Mary, Florida.
Gustavo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gustavo has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gustavo Carlo Sanchez Nazario's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
August 14, 2024 - Present
SELECT PRIVATE WEALTH
March 31, 2022 - April 30, 2024
ARKADIOS WEALTH ADVISORS
September 16, 2021 - February 28, 2022
ARKADIOS CAPITAL
July 21, 2020 - April 30, 2024
SELECT ADVISORY GROUP INC
December 1, 2014 - June 2, 2020
RAYMOND JAMES & ASSOCIATES, INC.
November 26, 2014 - June 2, 2020
RAYMOND JAMES & ASSOCIATES, INC.
May 15, 2014 - December 3, 2014
UBS FINANCIAL SERVICES INC.
August 28, 2012 - December 31, 2013
UBS FINANCIAL SERVICES INC.
March 15, 2012 - December 3, 2014
UBS FINANCIAL SERVICES INC.
March 15, 2012 - December 10, 2014
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
October 18, 2011 - February 2, 2012
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/14/2024)
(9/19/2024)
Exams
Current Firm
SELECT PRIVATE WEALTH
CRD#: 331335 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 11,277,149 |
Red Flags
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