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Marta F. Gomez Stoppello

BALANZ CAPITAL USA
CORAL GABLES, FL 33134
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CRD#: 8018352
MG
Marta Florencia Gomez StoppelloBALANZ CAPITAL USA

Professional summary


Marta Florencia Gomez Stoppello, who also goes by Florencia Gomez Stoppello, Florencia Stoppello, is a registered financial professional currently at BALANZ CAPITAL USA LLC located in Coral Gables, Florida.

Marta is registered as a RR (Registered Representative) and started their career in finance in 2025. Marta has worked at 1 firm and has passed the Series 82TO, Series 7TO, SIE and Series 24 exams.

Aliases


Florencia Gomez Stoppello | Florencia Stoppello

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Marta Florencia Gomez Stoppello'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

January 23, 2025 - Present

BALANZ CAPITAL USA LLC

Office #1: 2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
BD
CRD#: 325914
CORAL GABLES, FL

State Registrations and Notice Filings


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

RR
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

RR
Florida
(1/23/2025)

Exams


General Industry/Product Exam
RR
Series 82TO
Date: 8/13/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 1/16/2025
General Securities Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BC
BALANZ CAPITAL USA LLC
BALANZ CAPITAL | BALANZ CAPITAL USA LLC

CRD#: 325914 / SEC#: , 8-71085

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
Mailing Address
2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
Phone number
(786) 687-4066
Established
Florida since 06/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BALANZ HOLDINGS US LLCSOLE MEMBER
GILMAN, ROBERT CRAIGFINOP1738412
GONZALES, PHILIPPE ROGERCCO AMLRO5667179
LUCIER, ALFRED ARTHUR IIMANAGING DIRECTOR, CEO2872941

Red Flags


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Company Information


BALANZ CAPITAL USA LLC

CRD#: 325914Coral Gables, FL 33134

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