George L. Perez
GENTRUST | Founding Principal
Miami, FL 33131
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CRD#: 2686389
Professional summary
George Luis Perez, who also goes by George L Perez, is a registered financial advisor currently at GENTRUST located in Miami, Florida.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. George has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
10M
Are you a "fiduciary"?
Yes
Aliases
George L Perez
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.
I AM A PRINCIPAL OF GENTRUST, LLC AND CATENARY ASSET MANAGEMENT, LLC (REGISTERED INVESTMENT ADVISERS). THE ADDRESS IS 1450 BRICKELL AVENUE, SUITE 3050 MIAMI, FL 33131 WE PROVIDE WEALTH MANAGEMENT SERVICES TO HIGH NET WORTH INDIVIDUALS. I STARTED AT GENTRUST IN 12/2011 AND WORK 200HR/MONTH ON THE BUSINESS. CATENARY IS AN AFFILIATE OF GENTRUST (THROUGH COMMON OWNERSHIP) AND FOCUSES ON ALTERNATIVE INVESTMENTS. I AM A PASSIVE INVESTOR IN CATENARY ASSET MANAGEMENT, LLC AND NOT INVOLVED IN THE DAY TO DAY MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view George Luis Perez'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
January 3, 2012 - Present
GENTRUST
Office #1: 1450 Brickell Avenue Suite 3050, Miami, FL 33131RIA
CRD#: 158369
Miami, FL
Past
September 11, 2015 - April 12, 2021
OLD CITY SECURITIES LLC
BD
CRD#: 171910
NEW YORK, NY
Past
August 30, 2012 - September 8, 2015
J.H. DARBIE & CO., INC.
BD
CRD#: 43520
NEW YORK, NY
Past
October 6, 1999 - December 13, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CORAL GABLES, FL
Past
June 24, 1996 - December 13, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CORAL GABLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GE
GENTRUST
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC
CRD#: 158369 / SEC#: 801-72707
RIA
Registered Investment Advisory firm - (10/5/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/27/2012)
IAR
Puerto Rico(12/26/2024)
IAR
Texas(1/3/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GE
GENTRUST
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC
CRD#: 158369 / SEC#: 801-72707
RIA
Registered Investment Advisory firm - (10/5/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 Brickell Avenue Suite 3050, Miami, FL 33131
Mailing Address
Phone number
(305) 677-6688
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,667 |
| AUM (Assets Under Management) | $ 4,460,903,724 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 08/26/2024 | ||
| 11/27/2023 | ||
| 08/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GENTRUST
Founding PrincipalCRD#: 158369Miami, FL 33131TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
