Unclaimed Profile

Guillermo Jorge Socarras

GENTRUST, LLC·MIAMI, Florida

Series 7, Series 66Clean record26 years registeredGENTRUST, LLC

1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 4036701Firm CRD# 158369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Guillermo Jorge Socarras · MIAMI, FL

Registration

CRD #4036701 · GENTRUST, LLC · 26 years registered

Brand Profile

Not yet started

Career History

GENTRUST

Nov 2012 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 1999 – Dec 2011

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 8, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENTRUST, LLC

CRD 158369 · SEC 801-72707

AUM

$4.1B

Regulatory assets under management

Employees

1,639 client accounts

Services offered by GENTRUST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GENTRUST, LLC →

Introduction

Speak with Guillermo

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Guillermo is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Guillermo Jorge Socarras offer?

Guillermo Jorge Socarras specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Guillermo Jorge Socarras's credentials?

Guillermo Jorge Socarras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Guillermo Jorge Socarras located?

Guillermo Jorge Socarras is based in MIAMI, Florida, working with GENTRUST, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Guillermo Jorge Socarras charge for services?

Guillermo Jorge Socarras's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENTRUST, LLC?

GENTRUST, LLC has approximately 36 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →