David Munoz

GENTRUST

Miami, FL 33131

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CRD#: 6104110

Professional summary

David Munoz is a registered financial advisor currently at GENTRUST located in Miami, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 3 firms and has passed the Series 65 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Munoz'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

January 28, 2021 - Present

GENTRUST

Office #1: 1450 Brickell Avenue Suite 3050, Miami, FL 33131

RIA

CRD#: 158369

Miami, FL

Past

October 1, 2012 - December 6, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

NORTH MIAMI BEACH, FL

Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

MIAMI BEACH, 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".

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
(1/28/2021)

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 65

Date: 12/22/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/17/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENTRUST

GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC

CRD#: 158369 / SEC#: 801-72707

RIA

Registered Investment Advisory firm - (10/5/2011 Approved)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GENTRUST PART 2A BROCHURE MARCH 2025 (3/27/2025)

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	Cover Page	Report
08/26/2024	Cover Page	Report
11/27/2023	Cover Page	Report
08/25/2022	Cover Page	Report

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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David Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENTRUST

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

GENTRUST

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2020

Series 6

Date: 9/17/2012

Current Firm

GENTRUST

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GENTRUST

TRUST BUT VERIFY

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