Guillermo Socarras 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. Guillermo Socarras holds a Bachelor's Degree in Business Management from the University of Florida.
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.
Gui Socarras is Founding Principal and Senior Client Advisor of GenTrust. He is a founder of GenTrust, founded in 2011, and manages several of GenTrust's largest relationships in the Sports and Entertainment Industry, with a focus on the Latino Market. Before co-founding GenTrust, he worked at Merrill Lynch for over a decade.
Guillermo Socarras’ longest registration is the current one, 13 years at GenTrust since 2012. Before joining GenTrust in 2012, Guillermo Socarras was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 12 yearsCoral Gables, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Guillermo Socarras is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2012; the most recent is Texas, in December 2019.
- FloridaSince 28 November 2012
- TexasResidentSince 10 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 March 2000 |
| Series 7 | General Securities Representative Examination | 6 December 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Guillermo Jorge Socarras
- CRD
- 4036701
- Firm
- GenTrust · CRD 158369
- Role
- Member
- Office
- 1450 BRICKELL AVENUE, SUITE 3050, Miami, FL 33131
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gentrustwm.com
Where does Guillermo Socarras work?
Guillermo Socarras has held the title Member at Gentrust, LLC since December 2011, and is a control person of the firm.
Is Guillermo Socarras a financial advisor?
Yes. Guillermo Socarras has a current investment-adviser registration in Florida and Texas, through GenTrust since November 2012.
How many years of experience does Guillermo Socarras have?
Guillermo Socarras has 25 years in the financial industry, since November 2000, across 2 adviser firms.
What exams has Guillermo Socarras passed?
Guillermo Socarras has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 1999.
Where did Guillermo Socarras work before GenTrust?
Before GenTrust, Guillermo Socarras was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 1999 to December 2011.
Where is Guillermo Socarras based?
Guillermo Socarras’ registered office is in Miami, FL.
Is Guillermo Socarras registered with FINRA?
No. Guillermo Socarras has no current broker registration.
How can I verify Guillermo Socarras’ record?
Search CRD 4036701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Guillermo Socarras’ full registration record.
