AdvisorOS Directory
Claim Profile
Unclaimed Profile
GM

Gilberto Mendez

RED IVY CAPITAL, LLC·STAMFORD, Connecticut
Series 56, Series 65Clean record11 years registeredRED IVY CAPITAL, LLC
3 STAMFORD LANDING, 46 SOUTHFIELD AVENUE, STAMFORD, CT 06902CRD# 5875697Firm CRD# 169621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gilberto Mendez · STAMFORD, CT
Registration
CRD #5875697 · RED IVY CAPITAL, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: RED IVY CAPITAL, LLC
RED IVY CAPITAL, LLC
Jan 2018 – Dec 2018
Stamford, CT
RED IVY CAPITAL, LLC
Jan 2017 – Dec 2017
STAMFORD, CT
RED IVY CAPITAL, LLC
Feb 2015 – Dec 2016
STAMFORD, CT
02

Registrations & Exams

FINRA examinations passed
Series 56
Series 65
Registration record
First registered · February 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RED IVY CAPITAL, LLC
CRD 169621 · SEC 802-79838
AUM
—
Regulatory assets under management
Services offered by RED IVY CAPITAL, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at RED IVY CAPITAL, LLC →
Introduction

Speak with Gilberto

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gilberto is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gilberto Mendez offer?
Gilberto Mendez specializes in Retirement Planning.
What are Gilberto Mendez's credentials?
Gilberto Mendez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gilberto Mendez located?
Gilberto Mendez is based in STAMFORD, Connecticut, last registered with RED IVY CAPITAL, LLC.
How does Gilberto Mendez charge for services?
Gilberto Mendez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED IVY CAPITAL, LLC?
RED IVY CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RED IVY CAPITAL, LLC

Adam Richard Rowbotham
STAMFORD, CT

More Advisors in STAMFORD, Connecticut

Timothy Owen Mcmullan
TJT CAPITAL GROUP, LLC·STAMFORD, CT
Hugh Michael Ross
GRAYSCALE ADVISORS, LLC·STAMFORD, CT
Richard Lewis Hollmann
NEWEDGE WEALTH, LLC·STAMFORD, CT
Legrand Snowden Redfield
ASSET MANAGEMENT GROUP, INC.·STAMFORD, CT
CFP
Jerry Michael Meyer
FRONTFOUR CAPITAL GROUP LLC·STAMFORD, CT
Daniel Platt Tredwell
HEARTLAND INDUSTRIAL GROUP, LLC·STAMFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile