Gabriel L Sanchez
Advisor at Merrill — Miami, FL S Biscayne Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Miami, FL 33131
Merrill
Institution
Gabriel Sanchez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He began his career in finance at Mass Mutual and later advanced his expertise at JP Morgan before joining Merrill Lynch, where he continues to assist clients with managing complex financial strategies. His role involves creating discretionary, customized investment strategies utilizing a wide range of Merrill model portfolios and third-party investment options.
Gabriel specializes in working with high-net-worth individuals and business owners, particularly in the aviation and medical sectors. He focuses on family wealth management, legacy planning, portfolio management services, and small business strategies. Fluent in both English and Spanish, he has a passion for educating first-generation wealth creators about preserving and growing their wealth across generations.
He holds a Bachelor's Degree from Florida International University and maintains his Series 7 and 66 FINRA registrations, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional life, Gabriel enjoys fishing, golfing, pickleball, traveling, and spending time with his family. He is a member of Trump National Doral and participates actively in the Kiwanis of Little Havana community organization.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL S Biscayne Blvd
200 S Biscayne Blvd, Pbig Florida Pwm
Miami FL 33131
Advisors at this office
52
Florida · Texas
5 years of industry experience
Bank of America, N.A.
2023 - Present • 3 years
Miami, FL
Merrill
2023 - Present • 3 years
Miami, FL
J.P. Morgan Securities
2021 - 2023 • 2 years
Palm Beach Gardens, FL
JPMorgan Chase BAnk, N.A.
2021 - 2023 • 2 years
Palm Beach Gardens, FL
Ameriprise
2021 - 2021 • 1 year
Plantation, FL
Mass Mutual Investors Services
2020 - 2021 • 1 year
Coral Gables, FL
Mass Mutual LIfe Insurance Company
2019 - 2021 • 2 years
Coral Gables, FL
Unemployed
2019 - 2019 • 1 year
Miami, FL
David S. Lapine Inc
2018 - 2019 • 1 year
Stamford, CT
Effectus Partners, LLC
2018 - 2019 • 1 year
Miami, FL
Islas Canarias Grill & Bakery
2014 - 2019 • 5 years
Miami, FL
Finka Table & Tap
2014 - 2019 • 5 years
Miami, FL
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