Karla Pineda Marcello
Investment adviser representative at Guilbault Capital
14 yearsExperience
1 stateRegistered in
$303.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Guilbault CapitalAug 2024 to now
- Wells Fargo Clearing Services, LLCNov 2017 to Aug 2024
- UBS Financial Services, Inc.Jul 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (LA).
Guilbault Capital
Legal name: Guilbault Capital LLC
$303.8MAssets managed
138Clients
2Advisers
2 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
- 3251168
- Firm CRD
- 331160