Azelia
Betancourt
Galliott Capital Advisors, LLC
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About this Advisor
Azelia Betancourt is a financial advisor operating out of Beverly Hills, California with 2 years of industry experience. Betancourt currently works for Galliott Capital Advisors, LLC. Over the course of their career, they have held roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Spintar, Morgan Stanley, Insigneo Securities, LLC, Insigneo Advisory Services and Galliott Capital Advisors. Betancourt holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Galliott Capital Advisors, LLC is an advisory business operating out of Beverly Hills, CA. It has $1 billion in assets between its 250 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 250 accounts, 94% are held by high-net-worth individuals who have more than $1 million in assets. Galliott Capital Advisors, LLC has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees are based on the financial services provided. However, fee types charged by Galliott Capital Advisors, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Galliott Capital Advisors, LLC Brokerage Details
$1,011,900,000
5
250
$4,047,600
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Azelia Betancourt Work History
Azelia has been registered as a financial advisor for 2 years.*
Galliott Capital Advisors
Insigneo Securities, LLC
Insigneo Advisory Services
Morgan Stanley
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Spintar
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Azelia Betancourt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Galliott Capital Advisors, LLC
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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