Skip to content

Claudia Margarita Reyes

Investment adviser representative at Gfs Advisors LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm assets

Are you Claudia Margarita Reyes? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Gfs Advisors LLCFeb 2017 to now
  2. Global Financial Services LLCJan 2007 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 1 state (TX).

Gfs Advisors LLC

$3.8BAssets managed
654Clients
10Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2735333
Firm CRD
143110
Advisor's SEC record (opens in a new tab)
CallContact this firm