George Luis Perez
Investment adviser representative at Gentrust
10 yearsExperience
3 statesRegistered in
$5.2BFirm assets
15 yearsFirm in business
Are you George Luis Perez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gentrust, LLCDec 2011 to now
- Old City Securities LLCSep 2015 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, PR, TX).
Gentrust
Legal name: Gentrust, LLC
$5.2BAssets managed
277Clients
20Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2686389
- Firm CRD
- 158369