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Gil blas Montilla Velez

Amerity Wealth Management, LLC

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About Gil blas Montilla Velez

Gil blas Velez is a registered investment advisor representative with Amerity Wealth Management, LLC. Gil blas Velez has been in the industry since 2014. Gil blas Velez has passed the Series 63, Series 65, Series 7, and SIE exams. Gil blas Velez has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., GV Financial Services, Inc, Capital Markets IQ, LLC, Amerity Financial, LLC and Amerity Wealth Management, LLC. Gil blas Velez focuses on providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Gil blas Velez is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gil blas Velez’s Registration & Firm History

FL

11/02/2023 - Present

Amerity Wealth Management, LLC (West Palm Beach FL)

FL

09/11/2014 - 12/23/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

BC

Issued 09/25/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gil blas Montilla Velez.
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