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Gabriel Gulotta

Advisor at PNC Wealth Management

Updated today

Location

Galveston, TX 77551

Credentials

Series 63, Series 65

Industry experience

21 years

About

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

6306 Broadway

Galveston, TX 77551

Most active in

Texas

Work history

PNC investments

2021 - Present (5 years)

BBVA Wealth Solutions Inc.

2013 - 2021 (8 years)

BBVA Securities Inc.

2013 - 2021 (8 years)

Compass Bank

2009 - 2021 (12 years)

BBVA Compass Insurance Agency, Inc.

2009 - 2021 (12 years)

International Longshoremen's Association

2008 - 2018 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Options & derivatives strategies Real estate investing Active portfolio management
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Michael G

Series 65

Santa Fe, TX

Goodrich Financial Advisory LLC

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Options & derivatives strategies Business Financial Management Cash flow / budgeting General retirement planning Founder/Business Owner Executive
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Alfredo F

CFA®, Series 63, Series 65

Galveston, TX

Cypress Lane Advisors

Alfredo Felicella is a CFA® charterholder and registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Michael G

Series 65

Cypress, TX

Redfish Capital

Michael Gault is a financial advisor at Redfish Capital with 23 years of industry experience. He holds a Series 65 credential and has worked at Kempner Capital Management since 2002, a firm currently in the process of closing. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and strategies tailored to client goals and risk tolerance, and it offers integrated investment, tax, and insurance services through affiliated practices.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason H

Series 66

Galveston, TX

Sanctuary Advisors, LLC

Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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James M

Series 66

Santa Fe, TX

OSAIC Institutions, INC.

James Matthews is a Series 66 licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. His prior roles include positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, Matthews is a part owner of an automotive business, Matthews, Inc., where he provides business development assistance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning and access to alternative investments through the CAIS platform. The firm’s approach blends fundamental and technical analysis with a strong emphasis on non-discretionary assets and integrates lending and cash-management solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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