Ulises Robles has been Chief Financial Officer of GenTrust since December 2024, is not listed as a control person, but directly owns under 5% of the firm. Ulises Robles holds a B.B.A. in Accounting from Texas A&M University and an M.S. in Finance from Texas A&M 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.
Ulises Robles is Chief Financial Officer of GenTrust. Robles oversees the financial management and reporting processes at GenTrust, including the preparation of financial statements, budgeting and forecasting, revenue reporting, and treasury and invoice management. Prior to GenTrust, he served as Associate Director of Corporate Finance at Nuveen Green Capital. Before that he began his career at UBS Wealth Management, where he spent three years as a Tailored Lending Underwriter.
- UBS Financial Services Inc.– · 4 yearsWeehawken, NJ · Adviser representative · Firm CRD 8174
Professional designations
Listed by GenTrust
- CFA® charterholder
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 September 2016 |
| Series 7 | General Securities Representative Examination | 29 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ulises Ernesto Robles
- CRD
- 6480933
- Firm
- GenTrust · CRD 158369
- Role
- Chief Financial Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gentrustwm.com
Where does Ulises Robles work?
Ulises Robles has been Chief Financial Officer of Gentrust, LLC since December 2024.
Does Ulises Robles have a current investment-adviser registration?
Ulises Robles has no current investment-adviser or broker registration.
What exams has Ulises Robles passed?
Ulises Robles has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Ulises Robles with the SIE, which began in October 2018.
Where was Ulises Robles previously registered as an investment adviser?
Ulises Robles has past investment-adviser registrations through UBS Financial Services Inc., October 2016 to August 2021, across 1 firm.
Is Ulises Robles registered with FINRA?
No. Ulises Robles has no current broker registration.
Is Ulises Robles a CFA charterholder?
GenTrust lists Ulises Robles with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Ulises Robles’ record?
Search CRD 6480933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ulises Robles’ full registration record.
