Gil Blas M. Velez

AMERITY WEALTH MANAGEMENT

West Palm Beach, FL 33401

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CRD#: 6151913

Professional summary

Gil Blas Montilla Velez, who also goes by Gil Blas Velez, Gil Velez, is a registered financial advisor currently at AMERITY WEALTH MANAGEMENT, LLC located in West Palm Beach, Florida.

Gil Blas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Gil Blas has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gil Blas Velez | Gil Velez

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.

GV Financial Services, Inc., President, 12/20/2015, 80 hours per month, 40 hours per month, Insurance advising/sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gil Blas Montilla Velez's CRS (Customer Relationship Summary).

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 2, 2023 - Present

AMERITY WEALTH MANAGEMENT, LLC

Office #1: 1645 Palm Beach Lakes Blvd, Suite 1200, West Palm Beach, FL 33401

RIA

CRD#: 322265

West Palm Beach, FL

Past

November 15, 2017 - February 5, 2024

CAPITAL MARKETS IQ, LLC

RIA

CRD#: 134921

Miami, FL

Past

September 11, 2014 - December 23, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMI, FL

Past

August 20, 2014 - December 23, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

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".

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/25/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/6/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2014

General Securities Representative Examination

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

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Contact information

Main Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

Mailing Address

Phone number

(863) 683-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERITY WEALTH FORM ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,138
AUM (Assets Under Management)	$ 277,340,000

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.

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Advisor Monitoring

Firm Stability Insights

Gil Blas M. Velez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gil Blas Montilla Velez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL MARKETS IQ, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AMERITY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/25/2014

Series 65

Date: 6/6/2014

SIE

Date: 12/23/2015

Series 7

Date: 9/11/2014

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERITY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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