George T. Ferrel

PUREFI WEALTH

BOSTON, MA 02109

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CRD#: 5564607

Professional summary

George T Ferrel is a registered financial advisor currently at PUREFI WEALTH, LLC located in Boston, Massachusetts.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. George has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Nautilus Boston LLC operates the Nautilus restaurant in Boston, MA. 300 Pier 4 Blv, Boston, MA 02210; Investor. It is an investment in the Wooden Leg LLC where I receive passive/K-1 income on an annual basis but have no involvement in the business itself. Began 7/20/2018, zero hours spent. No compensation received. Wooden Leg LLC, LLC that owns the Nautilus Restaurant in Nantucket, MA; 12 Cambridge St. Nantucket, MA 02554. Investor. It is an investment in the Wooden Leg LLC where I receive passive/K-1 income on an annual basis but have no involvement in the business itself. Began 5/30/2014, zero hours spent, No compensation received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George T Ferrel's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 4, 2025 - Present

PUREFI WEALTH, LLC

Office #1: 10 Post Office Square Suite 710, Boston, MA 02109

RIA

CRD#: 328459

BOSTON, MA

Past

May 15, 2025 - October 20, 2025

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

Boston, MA

Past

March 24, 2025 - October 20, 2025

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

Boston, MA

Past

October 23, 2009 - December 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

October 23, 2009 - December 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

March 19, 2009 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BOSTON, MA

Past

November 19, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

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".

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 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

Massachusetts
(11/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/24/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/1/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2008

General Securities Representative Examination

Current Firm

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

10 Post Office Square Suite 710, Boston, MA 02109

Mailing Address

Phone number

(617) 488-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PUREFI ADV BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 262,472,650

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.

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Firm Stability Insights

George T. Ferrel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George T Ferrel's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

PUREFI WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2025

Series 7TO

Date: 3/22/2025

SIE

Date: 3/1/2025

Series 7

Date: 11/18/2008

Current Firm

PUREFI WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUREFI WEALTH, LLC

TRUST BUT VERIFY

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