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Gabriel Martin

PELICAN ADVISORY LLC
COVINGTON, LA 70433
Some features on this profile are disabled
CRD#: 7815903
GM

Professional summary

Gabriel Martin is a registered financial advisor currently at PELICAN ADVISORY LLC located in Covington, Louisiana.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gabriel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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- 12/2023 / lnstacart Delivery Driver / Outside/1099 Employment / Non Investment Related / 3 Hrs Mnth / start date 11/08/2021 2- 12/2023 / Heritage Oak Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs during tradig / start date 10/02/2023 3- 06/06/2024 - Other - Tennis Instructor - Professional Tennis Instructor - Not Investment Related - 2 Pine Crest Dr, Covington, LA 70433Start Date 03/20/2024 - 10 Hours Per Month/ 0 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Martin's 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

October 11, 2024 - Present

PELICAN ADVISORY LLC

Office #1: 681 River Highland Blvd., Covington, LA 70433
RIA
CRD#: 330658
COVINGTON, LA
Past

January 19, 2024 - August 13, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
COVINGTON, LA
Past

December 18, 2023 - December 19, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
COVINGTON, LA

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
Louisiana
(10/14/2024)
IAR
Mississippi
(10/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/1/2023
Securities Industry Essentials Examination

Current Firm

PA
PELICAN ADVISORY LLC
PELICAN ADVISORY LLC | PFO CONSULTING | PELICAN FAMILY OFFICE LLC

CRD#: 330658 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/26/2024 Approved)
Mississippi
Registered Investment Advisory firm - (8/27/2024 Approved)
Texas
Registered Investment Advisory firm - (2/24/2025 Conditional Restricted)
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Contact information

Main Address
681 River Highland Blvd., Covington, LA 70433
Mailing Address
Phone number
(985) 237-4033
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts248
AUM (Assets Under Management)$ 78,506,324

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

PELICAN ADVISORY LLC

CRD#: 330658Covington, LA 70433

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