Gianna Avila Mossotti
Investment adviser representative at Quadcap Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm 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 assetsFixed or flat fee
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.
- Quadcap Wealth Management, LLCAug 2025 to now
- Fisher InvestmentsFeb 2024 to Jul 2025
- Exencial Wealth AdvisorsFeb 2021 to Jan 2024
- Charles Schwab & Co., Inc.Aug 2019 to Nov 2020
- First Republic BankJun 2018 to Aug 2018
- Smart Modular TechnologiesMay 2017 to Aug 2017
- Purdue UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quadcap Wealth Management, LLC
$1.3BAssets managed
582Clients
13Advisers
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
- 7168729
- Firm CRD
- 151490