George Perez (CRD# 2686389) is an Investment Advisor Representative working at Gentrust in Miami, FL and has over 27 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gentrust, LLC | Miami, FL | Dec 2011 - Current | 12 |
| Old City Securities LLC | New York, NY | Sep 2015 - Apr 2021 | 5 |
| Jh Darbie & Company | New York, NY | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- FL
- TX
-
Total Assets Under Management3,152MILLIONS
-
Total Number of Accounts1,505ACCOUNTS
-
Average Account Value$2,094,191
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, MD, NH, NJ, NY, PR, TX, VA
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