Gabriel
Gallegos
Rocky Mountain Private Wealth Management, L.L.C
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About this Advisor
Gabriel Gallegos is a financial advisor based out of Sugar Land, Texas. Gallegos is an advisor for Rocky Mountain Private Wealth Management, L.L.C. Throughout their career, they have worked at Rocky Mountain Private Wealth Management, L.L.C and Ceros Financial Services, Inc. Gallegos maintains Series 66 and Series 63 licenses, designating them as a securities agent, and can serve investors in Delaware and Texas. Rocky Mountain Private Wealth Management, L.L.C is a registered investment firm that has its headquarters in Sugar Land, TX. It administers $62 million in total assets across its 14 client accounts, placing it among the smaller firms in the United States by assets under management. Rocky Mountain Private Wealth Management, L.L.C offers a few services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Rocky Mountain Private Wealth Management, L.L.C can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rocky Mountain Private Wealth Management, L.L.C Brokerage Details
$61,635,875
5
14
$4,402,562
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Gabriel Gallegos Work History
Gabriel has been registered as a financial advisor for 0 years.*
Ceros Financial Services, Inc
Rocky Mountain Private Wealth Management, L.L.C
Ceros Financial Services, Inc
*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 Gallegos 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 Rocky Mountain Private Wealth Management, L.L.C
Sugar Land, TX
Sugar Land, TX
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