Gabriel Markiz (CRD# 4673290) is an Investment Advisor Representative working at Markiz Wealth Management in Port Washington, NY and has 1 year of experience in the finance industry. Gabriel Markiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Markiz Group, LLC | Portland, OR | Jun 2003 - Current | 20 |
| Gabriel J. Markiz, Cpa Aac | Portland, OR | Feb 1996 - Current | 28 |
- WA
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts196ACCOUNTS
-
Average Account Value$471,114
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, OR, WA
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