AG
Andy N. Gilon
VIZCAYA CAPITAL
Miami, FL 33130
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CRD#: 5979322
AG
Professional summary
Andy Nmn Gilon, who also goes by Andy Gilon, is a registered financial advisor currently at VIZCAYA CAPITAL, LLC located in Miami, Florida.
Andy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andy has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy Gilon
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) Independent real estate agent; not investment-related; negligible time during trading hours. 2) Owner/Manager, of several real estate rental properties under Andraste Investments, LLC, Andraste Dental, LLC, and Andraste Properties, LLC; investement-related; approx 2 hours per week during trading hours. 3) Vice-President of Vizcaya Dental LLC d/b/a Forma Dental (wife's dental practice); non-investment related; approx 2 hours per week during trading hours. 4) Owner of Pigtails and Crewcuts; children's hair salons; non-investment related; approx 2 hours per week during trading hours. 5) 50% Owner of Vizcaya Capital Holdings; holding company for various investments; investment-related; approx 10 hours or less per month during trading hours. 6) Member of Vizcaya Lending Management and Vizcaya Private Lending, LLC; holding entities for a hedge fund; investment-related; approx 10 hours or less per month during trading hours. 7) Owner of Gilon Holdings, a company created to hold shares and capital investments 8) Owner of Soli Investments, a real estate investment company. 9) Owner of La Nina del Mar, a company created for ownership of personal boat 10) Owner of YLW Wood, a company created for ownership of personal residence
CRS (Client Relationship Summary) - RIA
Click below to view Andy Nmn Gilon'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
May 29, 2015 - Present
VIZCAYA CAPITAL, LLC
Office #1: 40 Sw 13th Street Suite 1002, Miami, FL 33130RIA
CRD#: 170518
Miami, FL
Past
November 28, 2011 - January 21, 2014
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MIAMI, FL
Past
October 19, 2011 - January 21, 2014
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MIAMI, 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".
VC
VIZCAYA CAPITAL, LLC
VIZCAYA CAPITAL, LLC
CRD#: 170518 / SEC#: 801-118773
RIA
Registered Investment Advisory firm - (5/21/2020 Approved)Florida
Registered Investment Advisory firm - (5/27/2020 Terminated)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(5/29/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIZCAYA CAPITAL, LLC
VIZCAYA CAPITAL, LLC
CRD#: 170518 / SEC#: 801-118773
RIA
Registered Investment Advisory firm - (5/21/2020 Approved)Florida
Registered Investment Advisory firm - (5/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
40 Sw 13th Street Suite 1002, Miami, FL 33130
Mailing Address
Phone number
(305) 602-5725
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 241 |
| AUM (Assets Under Management) | $ 529,819,035 |
Red Flags
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Company Information
VIZCAYA CAPITAL, LLC
CRD#: 170518Miami, FL 33130TRUST BUT VERIFY
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