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AG

Alejandro Gordillo

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CRD#: 6918449
AG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alejandro Gordillo, who also goes by Alejandro Gordillo-castro, was a registered financial professional .

Alejandro is a previously registered financial professional and started their career in finance in 2018. Alejandro had worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alejandro Gordillo-Castro

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.GnB Services, LLC; Investment related: Yes; Miami FL; Bookkeeping / Accounting; owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2015; During business hours: 0; After business hours: 0;

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 22, 2020 - March 10, 2022

UYANA PARTNERS LLC

RIA
CRD#: 300280
MIAMI, FL
Past

May 25, 2018 - June 21, 2019

MORGAN STANLEY

RIA
CRD#: 149777
AVENTURA, FL
Past

April 19, 2018 - June 21, 2019

MORGAN STANLEY

BD
CRD#: 149777
AVENTURA, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/12/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


UP
UYANA PARTNERS LLC
INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC

CRD#: 300280 / SEC#: 801-134808

Florida
Registered Investment Advisory firm - (2/12/2020 Approved)
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Contact information


Main Address
1450 Brickell Avenue Suite 2130, Miami, FL 33131
Mailing Address
Phone number
(786) 238-4314
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

Regulatory assets under management


Total Number of Accounts127
AUM (Assets Under Management)$ 109,287,018

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


UYANA PARTNERS LLC

CRD#: 300280

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