Unclaimed Profile

Suzanne Frances Peck

GENTRUST, LLC·MIAMI, Florida

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record5 years registeredGENTRUST, LLC

1450 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2845781Firm CRD# 158369

Profile Verification

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

Identity

Suzanne Frances Peck · MIAMI, FL

Registration

CRD #2845781 · GENTRUST, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENTRUST, LLC

GENTRUST

May 2024 – Mar 2026

New York, NY

NEUBERGER BERMAN BD LLC

Feb 2021 – Nov 2022

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 5, 2021

Years registered · 5

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 Suzanne Frances Peck offer?

Suzanne Frances Peck specializes in Financial Planning, Investment Management, Retirement Planning.

What are Suzanne Frances Peck's credentials?

Suzanne Frances Peck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne Frances Peck located?

Suzanne Frances Peck is based in MIAMI, Florida, last registered with GENTRUST, LLC.

How does Suzanne Frances Peck charge for services?

Suzanne Frances Peck'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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