Gustavo Adolfo sr Gelvez
Investment adviser representative at Ucap Americas
21 yearsExperience
1 stateRegistered in
$208.2MFirm assets
12 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Ucap AmericasNov 2025 to now
- Ucap Securities LLCNov 2025 to now
- Seminario Securities LLCJun 2025 to Nov 2025
- UnemployedNov 2024 to Jun 2025
- Bbva Global Wealth AdvisorsMar 2024 to Nov 2024
- Cg Compass(USA) LLCOct 2004 to Mar 2024
- Compass Group LLCOct 2004 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ucap Americas
Legal name: Ucap Asset Management LLC
$208.2MAssets managed
189Clients
10Advisers
12 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
- 4969375
- Firm CRD
- 170846