Gabriel Morato
Investment Adviser Representative at J. Safra Asset Management Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gabriel Morato is an investment adviser representative with J. Safra Asset Management Corporation in New York City, NY, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 – Dec 2025Scarsdale, NY
- Bank of AmericaMay 2021 – Aug 2021New York City, NY
- RoomieApr 2020 – Apr 2021Villanova, PA
- Safra National Bank of New YorkMay 2019 – Aug 2019New York City, NY
- Villanova UniversityAug 2021 – May 2022Villanova, PA
- Villanova UniversityAug 2019 – Apr 2020Villanova, PA
- Bronxville High SchoolAug 2016 – Jul 2018Bronxville, NY
- Villanova UniversitySep 2018 – May 2019Villanova, PA
- Bank of America N.A.Nov 2022 – Dec 2025Scarsdale, NY
- J. Safra Asset management CorporationJan 2026 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J. Safra Asset Management Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $10,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York City, NY
- SEC file number:
- 801-63032
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at J. Safra Asset Management Corporation
10 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel Morato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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