GS
George L. Strobel
PERIGEE SECURITIES LP
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 2654327
GS
Professional summary
George Lewis Strobel II is a registered financial professional currently at PERIGEE SECURITIES LP located in Sarasota, Florida.
George is registered as a RR (Registered Representative) and started their career in finance in 2002. George has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE, Series 7, Series 2, Series 14, Series 28, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since mid-2002 MR. STROBEL has worked AS A CPA THROUGH PERIGEE CONSULTING LLP AND AS AN INSURANCE CONSULTANT/SALEMAN THORUGH PERIGEE WEALTH MANAGEMENT LP. MR. STROBEL ALSO HAS Tax Related CONSULTING PROJECTS RUNNING THROUGH SARASOTA CAPITAL LP WHICH ARE NOT RELATED TO PERIGEE SECURITIES LP. Mr. Strobel is also the DIrector of Perigee Group LLC which serves as the general partner of Perigee Wealth Management LP, Sarasota Capital LP and Perigee Securities LP. MR. STROBEL SENDS 10 % OF HIS WORKING HOURS ON THESE OUTSIDE BUSINESSES. These entities are all located at the same address as Perigee Securities LP. AS A PART OF THE CPA BUSINESS MR. STROBEL IS ALSO THE CO-FOUNDER OF STATE TAX CREDIT EXCHANGE, LLC which began in December 2004, NOW KNOWN AS MONARCH TAX CREDITS LLC ("MTC") WHICH IS AN ENTITY that makes available TAX CREDITS FOR HIGH NET WORTH INDIVIDUALS AND Corporations TO USE TO OFFSET THEIR INCOME AND PREMIUM TAX LIABILITIES. MTC is owned by Monarch Private Capital LLC ("MPC")(a holding company conducting no activities) which in turn is partially owned by Strobel Investments LP. MTC has over 400 different subsidiary entities which it either controls as the managing member or owns more than 50% of the entity. Generally, one of the following MTC controlled entities serves as a manager of the other entities: STCE Federal HTC Manager, STCE AL Manager, LLC, STCE State HTC Manager, LLC, Georgia AHI Fund 1 Manager, LLC, Georgia AHI Fund 2 Manager, LLC, Georgia AHI Fund A Manager, LLC, Georgia AHI Fund B Manager, LLC, Georgia AHI Fund 4 Manager, LLC, STCE MO Manager, LLC, STCE NC Historic Tax Credit Fund Manager, LLC, STCE NC Manager, LLC, Monarch Federal HTC Manager, LLC; STCE SC Manager, LLC, MPC State LIHTC Manager, LLC, Monarch Federal Energy Fund Manager, LLC, and Monarch Federal LIHTC Manager, LLC. The remaining entities merely act as investment vehicles for making direct or indirect investments in project partnerships which are expected to generate tax credits of one or more types. MPC also owns another passive holding company called Monarch Private Investments, LLC ("MPI"). MPI owns interests in Alchemy Renewable Energy, LLC (a renewable energy development and service company), Monarch Low Income Housing, LLC, Monarch Low Income Housing, LLC, MPC HTC Holdings, LLC, and MRI Real Estate Holdings, LLC. Through these investments MPI has direct and indirect ownership interests in roughly half a dozen affordable housing developers. MPI's interests in these developers is completely purely hands off. All of the MPC businesses are headquartered at 3414 Peachtree RD., Ste 825, Atlanta GA 30326, with the exception of Alchemy Renewable Energy LLC which is located at 909 East Republic Rd, Unit F-100, Springfield, MO 65807. Mr. Strobel Serves as an Executive Director of each of these entities. MR. STROBEL SPENDS 85% OF HIS TIME ON the activities of MPC and its subsidiary entities. Strobel Investments has also invested in STR9PUTT, LLC WHICH IS A MANUFACTURER AND SELLER OF PUTTING AIDES.
CRS (Client Relationship Summary) - BD
Click below to view George Lewis Strobel II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 25, 2003 - Present
PERIGEE SECURITIES LP
Office #1: 1990 Main Street Ph 11, Sarasota, FL 34236Office #2: 1990 Main Street Ph# 11, Sarasota, FL 34236BD
CRD#: 123210
SARASOTA, FL
Past
May 3, 2012 - March 27, 2023
PERIGEE CAPITAL, LP
RIA
CRD#: 122085
SARASOTA, FL
Past
October 7, 2002 - April 26, 2007
PERIGEE CAPITAL, LP
RIA
CRD#: 122085
SARASOTA, FL
Past
August 21, 2002 - February 20, 2003
WESTCOTT SECURITIES, LLC
BD
CRD#: 45532
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/30/2022)
RR
Arkansas(6/17/2025)
RR
California(3/20/2018)
RR
Connecticut(9/14/2018)
RR
Florida(3/6/2003)
RR
Georgia(3/12/2003)
RR
Illinois(12/10/2018)
RR
Indiana(1/31/2019)
RR
Iowa(8/31/2018)
RR
Kentucky(6/7/2023)
RR
Massachusetts(10/30/2018)
RR
Minnesota(9/18/2018)
RR
Mississippi(6/9/2023)
RR
Missouri(3/30/2018)
RR
Nebraska(6/8/2018)
RR
New York(9/5/2018)
RR
North Carolina(5/29/2003)
RR
Ohio(6/1/2018)
RR
South Carolina(9/25/2003)
RR
Tennessee(4/19/2023)
RR
Texas(10/12/2018)
RR
Washington(3/1/2021)
RR
Wisconsin(9/21/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/18/1995
Non-Member General Securities ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/11/2004
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PERIGEE SECURITIES LP
PERIGEE SECURITIES LP
CRD#: 123210 / SEC#: , 8-65574
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1990 Main Street Ph 11, Sarasota, FL 34236
Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236
Phone number
(941) 955-0929
Established
Delaware since 06/28/2002
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (33 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STROBEL INVESTMENTS LP | LIMITED PARTNER | |
| PERIGEE GROUP LLC | GENERAL PARTNER | |
| STROBEL, GEORGE LEWIS II | DESIGNATED PRINCIPAL/FINOP/CCO | 2654327 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
