Gabriel
Markiz
Markiz Wealth Management
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About this Advisor
Gabriel Markiz is a certified financial planner who works in Port Washington, New York with 20 years of industry experience. Markiz works at Markiz Wealth Management. Markiz has gained experience at Markiz Group, LLC and Gabriel J. Markiz, Cpa Aac. Markiz is registered to serve investors in Oregon and Washington. Markiz Wealth Management is a financial advisory firm with a branch in Port Washington, New York. The investment advisory business has just one person on staff. It manages $82 million in assets among its 196 accounts, making it one of the smaller financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 196 customer accounts, 67% belong to high-net-worth clients who have more than $1 million in assets. Markiz Wealth Management offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Markiz Wealth Management can consist of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Markiz Wealth Management Brokerage Details
$81,730,973
1
196
$416,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gabriel Markiz Work History
Gabriel has been registered as a financial advisor for 20 years.*
Markiz Group, LLC
Gabriel J. Markiz, Cpa Aac
*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 Gabriel Markiz 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 Markiz Wealth Management
Port Washington, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
