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Elena Yolanda Hernandez-rosenblum

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.

  1. Gentrust LLCMay 2017 to now
  2. Goldman SachsApr 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2016
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (PR).

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
4435780
Firm CRD
158369
Advisor's SEC record (opens in a new tab)
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