George
Merrill
Sophis Investments LLC
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About this Advisor
George Merrill is a financial advisor based in Cos Cob, Connecticut, working with Sophis Investments LLC. George has previously held positions at Sophis Investments LLC and M&R Capital Management, Inc. George has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, and New Jersey. Currently, George is part of Sophis Investments LLC, which operates out of Cos Cob, Connecticut. The firm has 5 employees and manages assets totaling $130.3 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Sophis Investments LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sophis Investments LLC Brokerage Details
$130,304,634
5
98
$1,329,639
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
Sophis Investments LLC
M&R Capital Management, Inc
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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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