Mimi Dionne Duff
Investment adviser representative at Gentrust
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
15 yearsFirm in business
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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, LLCMar 2021 to now
- UnemployedJan 2020 to Feb 2021
- Kensho TechnologiesSep 2017 to Dec 2019
- UnemployedOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2977704
- Firm CRD
- 158369