Gil blas Montilla Velez
Investment adviser representative at Amerity Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Amerity Financial, LLCOct 2023 to now
- Amerity Wealth Management, LLCOct 2023 to now
- Gv Financial Services, IncDec 2015 to now
- Capital Markets IqOct 2017 to Oct 2023
- Capital Markets Iq, LLCJan 2017 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 6151913
- Firm CRD
- 322265