Traci
Sarmiento
Gill Capital Partners, LLC
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About this Advisor
Traci Sarmiento is a financial advisor based in Denver, Colorado, working with Gill Capital Partners, LLC. Traci has previously held positions at Curian Clearing LLC, Curian Capital, LLC, Comprehensive Asset Management & Servicing, Inc, Cherry Street Partners, and Gill Capital Partners, LLC. Traci has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Colorado. Currently, Traci is part of Gill Capital Partners, LLC, which operates out of Denver, Colorado. The firm has 18 employees and manages assets totaling $717.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Gill Capital Partners, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gill Capital Partners, LLC Brokerage Details
$717,903,721
18
1,518
$472,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Traci Sarmiento Work History
Gill Capital Partners, LLC
Comprehensive Asset Management & Servicing, Inc
Cherry Street Partners
Curian Clearing LLC
Curian Capital, LLC
Disclosures
Please visit the SEC profile of Traci Sarmiento 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 Gill Capital Partners
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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