George Merrill

from Sophis Investments LLC
SEC regulated
Regulated Investment Advisor
George Merrill is a financial advisor based in New York, New York, with 7 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
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George Merrill works at Sophis Investments LLC
Sophis Investments LLC is a financial advisor based in New York, New York. It currently has around $75,161,353 of assets under management and employs approximately 5 people. The main advice areas covered by Sophis Investments LLC are: portfolio management for individuals and/or small businesses, portfolio management for pooled investment vehicles and portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and). 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

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