George
Merrill
Sophis Investments LLC
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About this Advisor
George Merrill is a financial advisor working out of Cos Cob, Connecticut with a total of 2 years of relevant experience. Merrill is an employee of Sophis Investments LLC. Their career trajectory has included roles at Sophis Investments LLC and M&R Capital Management, Inc. Merrill holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California, Connecticut and New Jersey. Sophis Investments LLC is a financial advisory company that has its headquarters in New York, NY. It controls $110 million in assets under management among its 99 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 99 customer accounts, 49% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on the type of services provided. However, fees billed by Sophis Investments LLC likely are comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sophis Investments LLC Brokerage Details
$110,322,601
5
99
$1,114,370
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
George Merrill Work History
George has been registered as a financial advisor for 2 years.*
Sophis Investments LLC
M&R Capital Management, 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 George Merrill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sophis Investments LLC
New York, NY
New York, NY
Cos Cob, CT
New York, NY
Greenwich, CT
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