Gonzalo Montero

LYNX ADVISORY PARTNERS

CORAL GABLES, FL 33134

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CRD#: 7479781

Professional summary

Gonzalo Montero, who also goes by Gonzalo Montero Munoz, is a registered financial advisor currently at LYNX ADVISORY PARTNERS located in Coral Gables, Florida.

Gonzalo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gonzalo has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gonzalo Montero Munoz

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.

QTR FUND SERVICES SARL - LUXEMBOURG - DIRECTOR. INVESTMENT RELATED. PRIVATE FUND MANAGEMENT COMPANY. MEMBER OF THE BOARD OF MANAGERS. 5 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Montero'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

April 3, 2025 - Present

LYNX ADVISORY PARTNERS

Office #1: 2655 Le Jeune Rd Suite 905, Coral Gables, FL 33134

RIA

CRD#: 326594

CORAL GABLES, FL

Past

December 14, 2021 - June 12, 2023

CERES GLOBAL ADVISORY

RIA

CRD#: 299865

CORAL GABLES, 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".

LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010

RIA

Registered Investment Advisory firm - (11/6/2023 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/25/2025)

IAR

Texas
(4/3/2025)

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 65

Date: 11/22/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/25/2020

Securities Industry Essentials Examination

Current Firm

LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

2655 Le Jeune Rd Suite 905, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 772-7137

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A LYNX ADVISORY PARTNERS INITIAL (3/14/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 214,768,605

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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Gonzalo Montero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gonzalo Montero's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNX ADVISORY PARTNERS

CERES GLOBAL ADVISORY

Primary Firm SEC Registration

LYNX ADVISORY PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2021

SIE

Date: 11/25/2020

Current Firm

LYNX ADVISORY PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNX ADVISORY PARTNERS

TRUST BUT VERIFY

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