Unclaimed Profile

James Dwight Besaw

GENTRUST, LLC·MIAMI, Florida

SIE, Series 3, Series 4, Series 7, Series 24, Series 30, Series 63CFAClean record10 years registeredGENTRUST, LLC

1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2272546Firm CRD# 158369

Profile Verification

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

Identity

James Dwight Besaw · MIAMI, FL

Registration

CRD #2272546 · GENTRUST, LLC · 10 years registered

Brand Profile

Not yet started

Career History

GENTRUST

Aug 2021 – present

OLD CITY SECURITIES LLC

Sep 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 30

Series 63

Registration record

First registered · September 11, 2015

Years registered · 10

Professional designation · CFA

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

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Frequently Asked Questions

What services does James Dwight Besaw offer?

James Dwight Besaw specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are James Dwight Besaw's credentials?

James Dwight Besaw holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Dwight Besaw located?

James Dwight Besaw is based in MIAMI, Florida, working with GENTRUST, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does James Dwight Besaw charge for services?

James Dwight Besaw'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.

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