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George Gandarias

24 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
438 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Efg Asset Management (americas) CORP.
September 2024 - Present · 1 yr 5 mos
Efg Capital InternationalBroker
November 2005 - Present · 20 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2002 - October 2004 · 2 yrs 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
November 1999 - May 2002 · 2 yrs 6 mos
State Registrations7 states
CACTDEFLILMANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
George Gandarias - Financial Advisor | TrueAdvisor