Jose Roberto Macouzet
Investment adviser representative at Gbm Wealth Management, Inc.
21 yearsExperience
3 statesRegistered in
$346.4MFirm assets
2 yearsFirm in business
Are you Jose Roberto Macouzet? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Portafolio Advisory Solutions LLCApr 2026 to now
- Gbm Wealth Management, Inc.Jan 2024 to now
- Portfolio Investments, Inc.Oct 2016 to now
- Corporativo Gbm, S.A.B. De C.VJun 2016 to now
- Gbm International, Inc.Mar 2008 to now
- Gbm Wealth Sa De RlDec 2018 to May 2019
- Gbm Wealth Management, S. De R.L. De C.V.May 2016 to Feb 2018
- Gbm Wealth Management, Inc.Apr 2005 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Gbm Wealth Management, Inc.
$346.4MAssets managed
546Clients
10Advisers
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
- 4058287
- Firm CRD
- 145049