Marcelo Andres Gomez

BANORTE ASSET MANAGEMENT

Houston, TX 77056

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CRD#: 6436510

Professional summary

Marcelo Andres Gomez, CFP®, who also goes by Marcelo Andres, is a registered financial advisor currently at BANORTE ASSET MANAGEMENT, INC. located in Houston, Texas and BANORTE SECURITIES INTERNATIONAL, LTD. located in Houston, Texas.

Marcelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Marcelo has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marcelo Andres

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.) ZAFE; Not Investment-related; Insurance Deductible Financing; Co-founder/advisor; Started 07/2023; Devotes 4-8 hrs/month 2.) Mayfer LLC, Vecino Homes Development 5, Limited Partner, Real Estate / Non-Investments Related / Since March 2024 / Houston, Texas / Income based on ownership percentage. 3) Lurra Investments LLC / Member, Stockholder /Land investments for Residential Real Estate Development / Non-Investments Related / Since December 2024 / Houston, Texas / Income based on ownership percentage.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcelo Andres Gomez'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 3, 2023 - Present

BANORTE ASSET MANAGEMENT, INC.

Office #1: 5075 Westheimer Suite 975w, Houston, TX 77056

RIA

CRD#: 290555

Houston, TX

Current

August 3, 2023 - Present

BANORTE SECURITIES INTERNATIONAL, LTD.

Office #1: 5075 Westheimer, Suite 975w, Houston, TX 77056Office #2: 5075 Westheimer Suite 975w, Houston, TX 77056

CRD#: 30648

Houston, TX

Past

September 30, 2022 - July 31, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

HOUSTON, TX

Past

September 30, 2022 - July 31, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

HOUSTON, TX

Past

May 28, 2015 - September 30, 2022

ALTERNA WEALTH MANAGEMENT, INC.

RIA

CRD#: 146153

HOUSTON, TX

Past

March 3, 2015 - September 30, 2022

ALTERNA SECURITIES, INC.

CRD#: 41139

HOUSTON, TX

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".

BANORTE ASSET MANAGEMENT, INC.

BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA

Registered Investment Advisory firm - (3/25/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/3/2023)

Florida
(8/4/2023)

Texas
(8/3/2023)

IAR

Texas
(8/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/28/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BANORTE ASSET MANAGEMENT, INC.

BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA

Registered Investment Advisory firm - (3/25/2019 Approved)

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Contact information

Main Address

5075 Westheimer Suite 975w, Houston, TX 77056

Mailing Address

Phone number

(713) 980-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BANORTE ASSET MANAGEMENT, INC. - BAM DIGITAL WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)

BANORTE ASSET MANAGEMENT, INC. - FIRM BROCHURE (PART 2A) (3/28/2025)

BANORTE ASSET MANAGEMENT, INC. - BAM TRADITIONAL DISCRETIONARY AND NON-DISCRETIONARY ACCOUNTS WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	691
AUM (Assets Under Management)	$ 336,853,862

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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Firm Stability Insights

Marcelo Andres Gomez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcelo Andres Gomez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANORTE SECURITIES INTERNATIONAL, LTD.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

ALTERNA WEALTH MANAGEMENT, INC.

ALTERNA SECURITIES, INC.

Primary Firm SEC Registration

BANORTE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2015

FINRA

Current Firm

BANORTE ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANORTE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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