GM
George Merrill
from Sophis Investments LLC
George Merrill is a financial advisor based in New York, New York,
with 12 years of experience. George currently works for
Sophis Investments LLC.
George maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
George Merrill works at Sophis Investments LLC
Sophis Investments LLC is a financial advisory firm based in New York, New York. It currently has approximately $90,795,934 of assets under management and employs about 5 people. Sophis Investments LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
250 Park Avenue, 7th Floor, New York, New York, 10177
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting