Gabriel Morato
Investment adviser representative at J. Safra Asset Management Corporation
10 yearsExperience
1 stateRegistered in
$6.3BFirm assets
22 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 feeOther
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.
- J. Safra Asset Management CorporationJan 2026 to now
- Bank of America N.A.Nov 2022 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Dec 2025
- Villanova UniversityAug 2021 to May 2022
- Bank of AmericaMay 2021 to Aug 2021
- RoomieApr 2020 to Apr 2021
- Villanova UniversityAug 2019 to Apr 2020
- Safra National Bank of New YorkMay 2019 to Aug 2019
- Villanova UniversitySep 2018 to May 2019
- Bronxville High SchoolAug 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
J. Safra Asset Management Corporation
$6.3BAssets managed
3,443Clients
9Advisers
22 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
- 7390653
- Firm CRD
- 131243