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Samuel David Bravo

Gallatin Financial Advisors, LLC

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About Samuel David Bravo

Samuel David Bravo is an Investment Advisor Representative with Gallatin Financial Advisors, LLC. Samuel David Bravo is registered in California and has been in the industry since 2016. Samuel David Bravo also owns Compass Tax Advisors, Inc., a tax preparation business. The advisor provides services to individuals, high net worth individuals, and other investment advisors. Gallatin Financial Advisors, LLC is a fee-only firm offering financial planning, portfolio management, and pension consulting services.

Firm Information

Samuel Bravo is currently registered with Gallatin Financial Advisors, LLC. Gallatin Financial Advisors, LLC is a registered investment advisor with approximately $31.5 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth clients. They have a total of 175 client accounts, with 90 individual clients other than high-net-worth and 10 high-net-worth individuals. The firm has 2 licensed agents and 2 investment advisor representatives.

$31.50M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samuel Bravo’s Registration & Firm History

WI

04/29/2024 - Present

Gallatin Financial Advisors, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 10/10/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel David Bravo.
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