Bernardo Velez diego fernandez
Investment adviser representative at Gfs Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gfs Advisors LLCDec 2018 to now
- Global Financial Services LLCSep 2018 to now
- Cartica Management, LLCJun 2017 to Aug 2017
- The University of Chicago Booth School of BusinessSep 2016 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gfs Advisors LLC
$3.8BAssets managed
654Clients
10Advisers
19 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
- 7025992
- Firm CRD
- 143110