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Gabriel Munoz Bustamante

Investment adviser representative at Bayshore Wealth Advisors
19 yearsExperience
1 stateRegistered in
PFSDesignation
$740.1MFirm assets

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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
  • Pension consulting

Experience

19 years in the industry.

  1. Bayshore Wealth AdvisorsJan 2026 to now
  2. Bayshore Risk Management, LLCDec 2009 to Dec 2016
  3. Bayshore Wealth AdvisorsNov 2007 to Dec 2025

Designations

  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

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

Bayshore Wealth Advisors

Legal name: Bayshore Asset Management, LLC

$740.1MAssets managed
129Clients
3Advisers
18 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
4786538
Firm CRD
144191
Advisor's SEC record (opens in a new tab)
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