EG
EG

Enrique Jorge Gelpi

14 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

greenville, SC

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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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Other Business Activities

Enrique is a board member of Magnalia Foundation, a non-profit organization, since 2021. He dedicates minimal time to attending meetings and voting on matters concerning the foundation.

Employment History
Current Registrations
Envestnet Pmc
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Popular Securities, LLC
March 2014 - January 2018 · 3 yrs 10 mos
Popular Securities, LLCBroker
May 2011 - January 2018 · 6 yrs 8 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.