Patricio Angel Montemayor
Investment adviser representative at Gfs Advisors LLC
12 yearsExperience
1 stateRegistered in
$3.8BFirm assets
19 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Gfs Advisors LLCJun 2022 to now
- Global Financial Services, LLCMay 2020 to now
- Summa Holdings Inc.Nov 2019 to Apr 2020
- Self-employedMar 2017 to Oct 2019
- Peek Traffic CorporationJan 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7249735
- Firm CRD
- 143110