Unclaimed Profile

Gabriel Enrique Gendler

BALANZ ADVISORS LLC·CORAL GABLES, Florida

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 66, Series 79TO, Series 82TOClean record22 years registeredBALANZ ADVISORS LLC

2600 S. DOUGLAS RD., CORAL GABLES, FL 33134CRD# 4754607Firm CRD# 322263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gabriel Enrique Gendler · CORAL GABLES, FL

Registration

CRD #4754607 · BALANZ ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANZ ADVISORS LLC

BLACK TORO LLC

Feb 2023 – Mar 2023

CORAL GABLES, FL

WELLS FARGO CLEARING SERVICES, LLC

Mar 2014 – Jun 2022

MIAMI, FL

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Nov 2009

MIAMI, FL

CITICORP INVESTMENT SERVICES

Jul 2004 – May 2007

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 55

Series 57TO

Series 66

Series 79TO

Series 82TO

Registration record

First registered · July 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANZ ADVISORS LLC

CRD 322263 · SEC 801-126818

AUM

$266M

Regulatory assets under management

Employees

62 client accounts

Services offered by BALANZ ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BALANZ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gabriel Enrique Gendler offer?

Gabriel Enrique Gendler specializes in Investment Management, Fee-Only Advisory.

What are Gabriel Enrique Gendler's credentials?

Gabriel Enrique Gendler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gabriel Enrique Gendler located?

Gabriel Enrique Gendler is based in CORAL GABLES, Florida, last registered with BALANZ ADVISORS LLC.

How does Gabriel Enrique Gendler charge for services?

Gabriel Enrique Gendler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALANZ ADVISORS LLC?

BALANZ ADVISORS LLC has approximately 9 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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