Gabe Gallegos
Chief Executive Officer at Rocky Mountain Private Wealth Management LLC
Profile
Mr. Gabriel S.
Gallegos is Co-Founder & Portfolio Manager at Rocky Mountain Private Wealth Management LLC.
Prior to co-founding Rocky Mountain in 2003, Mr. Gallegos joined Morgan Stanley Dean Witter as a financial advisor working with a team responsible for managing over $40 million.
He began his investment career as a fee-based financial planner with AXA Advisors.
He received his bachelors degree in business administration from Texas A & M University Corpus Christi in 1999.
Gabe Gallegos active positions
Companies | Position | Start |
---|---|---|
Rocky Mountain Private Wealth Management LLC
Rocky Mountain Private Wealth Management LLC Investment ManagersFinance Rocky Mountain Private Wealth Management LLC (RMPWM) is an independent, SEC-registered investment management firm headquartered in Sugar Land, Texas. The firm was co-founded by Gabe Gallegos and Larry Carter in 2003. RMPWM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, privately held investment companies, and other business entities. | Chief Executive Officer | 2002-12-31 |
Former positions of Gabe Gallegos
Companies | Position | End |
---|---|---|
Morgan Stanley Dean Witter | Corporate Officer/Principal | - |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Training of Gabe Gallegos
Texas A&M University-Corpus Christi | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
Morgan Stanley Dean Witter | Finance |
Rocky Mountain Private Wealth Management LLC
Rocky Mountain Private Wealth Management LLC Investment ManagersFinance Rocky Mountain Private Wealth Management LLC (RMPWM) is an independent, SEC-registered investment management firm headquartered in Sugar Land, Texas. The firm was co-founded by Gabe Gallegos and Larry Carter in 2003. RMPWM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, privately held investment companies, and other business entities. | Finance |
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