Gerardo Morfin vela
Investment adviser representative at Ipg Investment Advisors, LLC
21 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 yearsFirm in business
Are you Gerardo Morfin vela? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Ipg Investment Advisors, LLC.Oct 2024 to now
- Investment Placement GroupJul 2024 to now
- Full Time StudentAug 2022 to Jun 2024
- Kenworth Truck CompanyAug 2021 to Aug 2022
- Skyworks Solutions Inc.May 2021 to Aug 2021
- Tarimas KcJan 2021 to May 2021
- Full Time StudentAug 2005 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ipg Investment Advisors, LLC
$4.1BAssets managed
1,282Clients
40Advisers
16 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
- 7956550
- Firm CRD
- 152990