Genae
Affrunti
Comerica Securities
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About this Advisor
Genae Affrunti is a financial advisor based out of Costa Mesa, California with 7 years of relevant experience. Affrunti is on the advisory team at Comerica Securities. During their career, the advisor has held roles at Stifel, Nicolaus & Company, Inc, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na and Comerica Securities, Inc. Affrunti holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Arizona, California, Florida, Louisiana, Missouri and Virginia. Comerica Securities is an advisory firm headquartered in Detroit, MI. The company has offices in 24 locations and a total of 211 financial advisors. It manages $2 billion in assets under management across its 4,527 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 4,527 accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. Comerica Securities offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on which services are provided. Fees billed by Comerica Securities likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comerica Securities Brokerage Details
$2,385,128,214
211
4,527
$526,867
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Genae Affrunti Work History
Genae has been registered as a financial advisor for 7 years.*
Comerica Securities, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Comerica Securities, Inc
Stifel, Nicolaus & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Genae Affrunti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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