Genecar Z. Vivo
Professional summary
Genecar Z Vivo, who also goes by Genecar I Zapata, Gennie Carmelle Ico Zapata, is a registered financial advisor currently at ECHO45 ADVISORS LLC located in Walnut Creek, California.
Genecar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Genecar has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Genecar Z Vivo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2020 - Present
ECHO45 ADVISORS LLC
Office #1: 1802 Tice Valley Blvd, Walnut Creek, CA 94595October 24, 2005 - February 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 19, 2005 - February 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ECHO45 ADVISORS LLC
CRD#: 307265 / SEC#: 801-118109
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2020)
Exams
Current Firm
ECHO45 ADVISORS LLC
CRD#: 307265 / SEC#: 801-118109
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 566 |
| AUM (Assets Under Management) | $ 194,875,409 |
Red Flags
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Company Information
ECHO45 ADVISORS LLC
CRD#: 307265Walnut Creek, CA 94595TRUST BUT VERIFY
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