Jose L. Llanio Reyes

GAMMA ASSET MANAGEMENT LLC

Miami, FL

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CRD#: 7410044

Professional summary

Jose L Llanio Reyes, who also goes by Jose Llanio, Jose Luis Llanio Reyes, Jose L Llanioreyes, is a registered financial advisor currently at GAMMA ASSET MANAGEMENT LLC located in Miami, Florida.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jose has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jose Llanio | Jose Luis Llanio Reyes | Jose L Llanioreyes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose L Llanio Reyes'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

September 23, 2025 - Present

GAMMA ASSET MANAGEMENT LLC

RIA

CRD#: 300050

Miami, FL

Past

February 16, 2023 - May 23, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Tampa, FL

Past

February 1, 2023 - May 23, 2025

MORGAN STANLEY

CRD#: 149777

Tampa, FL

Past

January 13, 2022 - November 3, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Temple Terrace, 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".

GAMMA ASSET MANAGEMENT LLC

GAMMA ASSET MANAGEMENT LLC | GAMMA WEALTH MANAGEMENT, INC.

CRD#: 300050 / SEC#: 801-129754

RIA

Registered Investment Advisory firm - (3/27/2024 Approved)

Puerto Rico

Registered Investment Advisory firm - (3/27/2024 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
(9/23/2025)

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

IAR

Series 66

Date: 2/16/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/28/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/22/2021

Securities Industry Essentials Examination

Current Firm

GAMMA ASSET MANAGEMENT LLC

GAMMA ASSET MANAGEMENT LLC | GAMMA WEALTH MANAGEMENT, INC.

CRD#: 300050 / SEC#: 801-129754

RIA

Registered Investment Advisory firm - (3/27/2024 Approved)

Puerto Rico

Registered Investment Advisory firm - (3/27/2024 Terminated)

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Contact information

Main Address

Edificio Ochoa 500 Calle De La Tanca Suite 305, San Juan, PR 00901-1969

Mailing Address

Phone number

(787) 957-3260

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GAMMA ASSET MANAGEMENT, LLC. BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 269,236,959

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

Jose L. Llanio Reyes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose L Llanio Reyes's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

GAMMA ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2023

Series 63

Date: 1/28/2022

Series 7TO

Date: 1/12/2022

SIE

Date: 11/22/2021

Current Firm

GAMMA ASSET MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAMMA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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