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EB

Eduardo J. Borberg

GENTRUST
Miami, FL 33131
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CRD#: 6436302
EB

Professional summary


Eduardo Juan Borberg, who also goes by Eduardo Juan Borberg Mendoza, Eduardo Borberg Mendoza, is a registered financial advisor currently at GENTRUST located in Miami, Florida.

Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eduardo has worked at 2 firms and has passed the Series 65, SIE, Series 7, Series 14, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eduardo Juan Borberg Mendoza | Eduardo Borberg Mendoza

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 Director/member of the Board of Directors of Financorp, a broker-dealer and FINRA member, located at 800 Brickell Ave, Ste. 435, Miami, FL 33131, since April 2016. I dedicate approximately 2 hrs on a quarterly basis under this capacity/role.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eduardo Juan Borberg'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

July 19, 2022 - Present

GENTRUST

Office #1: 1450 Brickell Avenue Suite 3050, Miami, FL 33131
RIA
CRD#: 158369
Miami, FL
Past

January 3, 2022 - March 10, 2022

FINANCORP GROUP INTERNATIONAL CORPORATION

BD
CRD#: 31793
MIAMI, FL
Past

March 3, 2015 - August 2, 2021

FINANCORP GROUP INTERNATIONAL CORPORATION

BD
CRD#: 31793
Ft. Lauderdale, 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
(8/5/2022)
IAR
New York
(7/19/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/15/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2016
General Securities Principal Examination
Principal/Supervisory 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,667
AUM (Assets Under Management)$ 4,460,903,724

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
08/26/2024
11/27/2023
08/25/2022

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.

Company Information


GENTRUST

CRD#: 158369Miami, FL 33131

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