Capitol Securities Management
47yrs
Top advisor by experience in Tampa
2yrs
Based in Tampa, Florida, Gabriel Sanchez is a fiduciary financial advisor with 2 years of industry experience. Gabriel has been with Merrill since 2026; before that, Gabriel spent a year at J.P. Morgan Securities and a year at MML Investors Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office100 N Westshore Blvd, Tampa, FL 33609
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowMerrillCurrent firm
- Dec 2025 – Aug 2026J.P. Morgan Securities LLCPreviously
- Feb 2025 – Nov 2025MML Investors Services, LLCPreviously
Contact Gabriel
(800) 637-7455Firm headquarters in New York, NY. Ask for Gabriel. 100 N Westshore BlvdTampa, FL 33609Office · Get directions
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Questions to ask Gabriel
Tailored to Gabriel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gabriel
How do I contact Gabriel?
Call Merrill at (800) 637-7455 and ask for Gabriel Sanchez. Gabriel works from the Tampa, FL office.
How long has Gabriel been a financial advisor?
Gabriel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Gabriel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gabriel a fiduciary?
Gabriel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gabriel paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gabriel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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