Career
Gayle Espinosa has been Chief Financial Officer of Keystate Advisory since May 2025. Gayle Espinosa is not listed as a control person, but directly owns under 5% of the firm. Gayle Espinosa holds a BA in Economics with a minor in Accounting from the University of California from Los Angeles.
Keystate Advisory, LLC is a Las Vegas, NV firm with $16.6B under management, 80 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Gayle Espinosa joined KeyState as CFO in 2025 after serving as Managing Director and Corporate Controller at TCW and a director at PwC.
No adviser firm registrations are on Gayle Espinosa’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 19 August 2022 |
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
Individual record
- Full name
- Gayle Espinosa
- CRD
- 7603253
- Firm bio
- key-state.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Gayle Espinosa work?
Gayle Espinosa has been Chief Financial Officer of Keystate Advisory, LLC since May 2025.
Does Gayle Espinosa have a current investment-adviser registration?
Gayle Espinosa has no current investment-adviser or broker registration.
What exams has Gayle Espinosa passed?
Gayle Espinosa passed the Series 28 in August 2022.