George Perez has held the title Member at GenTrust since December 2011, is a control person of the firm and directly owns between 10% and 25% of it. George Perez holds a Bachelor's Degree in Economics and Latin American Studies from Rutgers University.
Gentrust, LLC is a Miami, FL firm with $5.2B under management, 277 clients and 18 advisers across 2 offices, as of its March 2026 filing.
George Perez is Founding Principal and Senior Client Advisor of GenTrust. He is a founder of GenTrust, founded in 2011, and is responsible for the management of several of GenTrust's largest client relationships. Before co-founding GenTrust, he was a First Vice President in the International Wealth Management Group at Merrill Lynch. He also spent seven years on the Institutional Fixed Income desk at Merrill Lynch.
George Perez’s longest registration is the current one, 14 years at GenTrust since 2012. Before joining GenTrust in 2012, George Perez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 12 yearsCoral Gables, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by GenTrust
- CIMA®
Investment adviser representative registrations
George Perez is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2012; the most recent is Puerto Rico, in December 2024.
- FloridaSince 27 January 2012
- Puerto RicoSince 26 December 2024
- TexasResidentSince 3 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1996 |
| Series 7 | General Securities Representative Examination | 21 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- George Luis Perez
- CRD
- 2686389
- Firm
- GenTrust · CRD 158369
- Role
- Member
- Office
- 1450 BRICKELL AVENUE, SUITE 3050, Miami, FL 33131
- Registration
- Investment adviser registration
- In the industry since
- July 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gentrustwm.com
Where does George Perez work?
George Perez has held the title Member at Gentrust, LLC since December 2011, and is a control person of the firm.
Is George Perez a financial advisor?
Yes. George Perez has a current investment-adviser registration in Florida, Puerto Rico and Texas, through GenTrust since January 2012.
How many years of experience does George Perez have?
George Perez has 30 years in the financial industry, since July 1996, across 2 adviser firms.
What exams has George Perez passed?
George Perez has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1996. FINRA credited George Perez with the SIE, which began in October 2018.
Where did George Perez work before GenTrust?
Before GenTrust, George Perez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 1999 to December 2011.
Where is George Perez based?
George Perez’s registered office is in Miami, FL.
Is George Perez registered with FINRA?
No. George Perez has no current broker registration.
How can I verify George Perez’s record?
Search CRD 2686389 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Perez’s full registration record.
