Gerardo A. Martinez Y Carriles

BLU CAPITAL

WASHINGTON, DC

CRD#: 8104346

Some features on this profile are disabled

Professional summary

Gerardo Antonio Martinez Y Carriles, who also goes by Gerardo Martinez Y Carriles, is a registered financial advisor currently at BLU CAPITAL located in Washington, District Of Columbia.

Gerardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gerardo has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Gerardo Martinez Y Carriles

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) - RIA

Click below to view Gerardo Antonio Martinez Y Carriles'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

February 17, 2026 - Present

BLU CAPITAL

RIA

CRD#: 337287

WASHINGTON, DC

Past

July 30, 2025 - January 13, 2026

BERLIN WEALTH GROUP ADVISORS

RIA

CRD#: 330370

Washington, DC

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

District of Columbia
(2/17/2026)

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

Current Firm

BLU CAPITAL

BLU CAPITAL | BLUE CAPITAL LLC

CRD#: 337287 / SEC#:

District of Columbia

Registered Investment Advisory firm - (2/10/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Washington, DC

Mailing Address

Phone number

(202) 766-4463

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gerardo A. Martinez Y Carriles

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerardo Antonio Martinez Y Carriles's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLU CAPITAL

BERLIN WEALTH GROUP ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

BLU CAPITAL

Contact information

Documents

Red Flags

Company Information

BLU CAPITAL

TRUST BUT VERIFY

Similar Advisors