Gabriel Markiz has been President, Chief Compliance Officer of Portland Financial Advisors since October 2007, is a control person of the firm and directly owns 75% or more of it. Gabriel Markiz holds a BS in Accounting from California State University, Northridge.
Portland Financial Advisors Inc is a firm with $106M under management, 45 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Gabriel J. Markiz specializes in providing tax and financial advice to individuals and small businesses at Markiz Wealth Management. He also provides financial planning and wealth management. His experience spans over 30 years, and he previously held senior positions at Arthur Young and Ernst & Whinney.
- Markiz Wealth ManagementCurrent– present · 23 yearsPort Washington, NY · Adviser representative · Firm CRD 127371
Professional designations
Listed by Portland Financial Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gabriel Markiz is registered as an investment adviser representative in Washington, since June 2017.
- WashingtonSince 2 June 2017
Examinations
No examinations are on Gabriel Markiz’s record.
- Full name
- Gabriel J. Markiz
- CRD
- 4673290
- Firm
- Portland Financial Advisors · CRD 127371
- Role
- President, Chief Compliance Officer
- Office
- Port Washington, NY
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- markizwealth.com
Where does Gabriel Markiz work?
Gabriel Markiz has been President, Chief Compliance Officer of Portland Financial Advisors Inc since October 2007, and is a control person of the firm.
Is Gabriel Markiz a financial advisor?
Yes. Gabriel Markiz has a current investment-adviser registration in Washington, through Portland Financial Advisors since August 2003.
How many years of experience does Gabriel Markiz have?
Gabriel Markiz has 23 years in the financial industry, since August 2003, across 1 adviser firm.
Where is Gabriel Markiz based?
Gabriel Markiz’s registered office is in Port Washington, NY.
Is Gabriel Markiz registered with FINRA?
No. Gabriel Markiz has no current broker registration.
Is Gabriel Markiz a CFP?
Portland Financial Advisors lists Gabriel Markiz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gabriel Markiz’s record?
Search CRD 4673290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gabriel Markiz’s full registration record.