Gentrust

Gentrust (CRD# 158369) is a financial advisory firm headquartered in Miami, FL. They manage $3,151,757,367 in 1,505 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1450 Brickell Avenue, Suite 3050, Miami, FL 33131
http://www.gentrustwm.com/
By the Numbers
  • Total Assets Under Management
    3,152
    MILLION
  • Total Number of Accounts
    1,505
    ACCOUNTS
  • Average Account Value
    $2,094,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, MD, NH, NJ, NY, PR, TX, VA

Financial Advisors at Gentrust
Showing 11 - 18 of 18 top financial advisors.
11
James Colavita, financial advisor New York NY
James A. Colavita
CRD#: 2613807
900 Third Avenue, 35th Floor, New York, NY 10022

James Colavita (CRD# 2613807) is an Investment Advisor Representative working at Gentrust in New York, NY and has over 28 years of experience in the finance industry.

12
Mimi Duff, financial advisor New York NY
Mimi D. Duff
CRD#: 2977704
900 Third Avenue, 35th Floor, New York, NY 10022

Mimi Duff (CRD# 2977704) is an Investment Advisor Representative working at Gentrust in New York, NY and has over 26 years of experience in the finance industry.

13
Neela Mohan Gollapudi, financial advisor Miami FL
Neela Mohan N. Gollapudi
CRD#: 4499964
1450 Brickell Avenue, Suite 3050, Miami, FL 33131

Neela Mohan Gollapudi (CRD# 4499964) is an Investment Advisor Representative working at Gentrust in Miami, FL and has over 21 years of experience in the finance industry.

14
Sarah Harley, financial advisor New York NY
Sarah M. Harley
CRD#: 5502155
900 Third Avenue, 35th Floor, New York, NY 10022

Sarah Harley (CRD# 5502155) is an Investment Advisor Representative working at Gentrust in New York, NY and has 1 year of experience in the finance industry.

15
Erin Herman Kerwin, financial advisor Miami FL
Erin Herman Kerwin
CRD#: 7796401
1450 Brickell Avenue, Suite 3050, Miami, FL 33131

Erin Herman Kerwin (CRD# 7796401) is an Investment Advisor Representative working at Gentrust in Miami, FL and has 1 year of experience in the finance industry.

16
Nathan Kotler, financial advisor Miami FL
Nathan Kotler
CRD#: 7429300
1450 Brickell Avenue, Suite 3050, Miami, FL 33131

Nathan Kotler (CRD# 7429300) is an Investment Advisor Representative working at Gentrust in Miami, FL and has over 2 years of experience in the finance industry.

17
David Munoz, financial advisor Miami FL
David Munoz
CRD#: 6104110
1450 Brickell Avenue, Suite 3050, Miami, FL 33131

David Munoz (CRD# 6104110) is an Investment Advisor Representative working at Gentrust in Miami, FL and has over 3 years of experience in the finance industry.

18
Hugh Nickola, financial advisor New York NY
Hugh P. Nickola
CRD#: 1983734
900 Thrid Street, 35th Floor, New York, NY 10022

Hugh Nickola (CRD# 1983734) is an Investment Advisor Representative working at Gentrust in New York, NY and has over 34 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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