Genecar Vivo has been an investment adviser representative at Echo45 Advisors since February 2020, and is not listed among the firm’s executive officers or direct owners.
Echo45 Advisors LLC is a Walnut Creek, CA firm with $227M under management, 201 clients and 4 advisers in one office, as of its September 2026 filing.
Genecar Z. Vivo is Director of Concierge Services of Echo45 Advisors. She manages the day-to-day office operations and human resources, performs clients' administrative needs, and supports portfolio management execution. Before Echo45, Vivo was a registered senior client associate at Merrill Lynch, in addition to various administrative roles, for nearly two decades, and she was also a client associate coach.
Genecar Vivo’s longest registration was 14 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2005–2020). Before joining Echo45 Advisors in 2020, Genecar Vivo was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Echo45 Advisors LLCCurrent– present · 6 yearsWalnut Creek, CA · Adviser representative · Firm CRD 307265
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 14 yearsSan Francisco, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Echo45 Advisors
- CBDA
Investment adviser representative registrations
Genecar Vivo is registered as an investment adviser representative in California, since February 2020.
- CaliforniaSince 25 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 October 2005 |
| Series 7 | General Securities Representative Examination | 17 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Genecar Z Vivo
- CRD
- 4471799
- Firm
- Echo45 Advisors · CRD 307265
- Office
- 1802 TICE VALLEY BLVD, Walnut Creek, CA 94595
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- echo45advisors.com
Where does Genecar Vivo work?
Genecar Vivo is an investment adviser representative registered through Echo45 Advisors LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Genecar Vivo a financial advisor?
Yes. Genecar Vivo has a current investment-adviser registration in California, through Echo45 Advisors since February 2020.
How many years of experience does Genecar Vivo have?
Genecar Vivo has 21 years in the financial industry, since September 2005, across 2 adviser firms.
What exams has Genecar Vivo passed?
Genecar Vivo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2005. FINRA credited Genecar Vivo with the SIE, which began in October 2018.
Where did Genecar Vivo work before Echo45 Advisors?
Before Echo45 Advisors, Genecar Vivo was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2005 to February 2020.
Where is Genecar Vivo based?
Genecar Vivo’s registered office is in Walnut Creek, CA.
Is Genecar Vivo registered with FINRA?
No. Genecar Vivo has no current broker registration.
How can I verify Genecar Vivo’s record?
Search CRD 4471799 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Genecar Vivo’s full registration record.
- David ReichertChief Compliance Officer
Jon HendersonFounder and Chief Investment Officer