George T Ferrel
Investment adviser representative at Purefi Wealth, LLC
11 yearsExperience
1 stateRegistered in
$326.4MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Purefi Wealth, LLCOct 2025 to now
- First Citizens Investor ServicesNov 2024 to Oct 2025
- First Citizens BankMar 2023 to Oct 2025
- Silicon Valley BankJul 2021 to Mar 2023
- Boston Private Bank and Trust CompanyApr 2020 to Jul 2021
- Xcelerant ConsultingMay 2017 to May 2020
- Wooden Leg LLCMay 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Purefi Wealth, LLC
$326.4MAssets managed
98Clients
7Advisers
2 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
- 5564607
- Firm CRD
- 328459