George
Chen
Red Tortoise
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About this Advisor
George Chen is a chartered financial analyst who works out of Decatur, Georgia with 5 years of industry experience. Chen works at Red Tortoise. The advisor has gained experience at M&T Bank, M&T Securities, Red Tortoise, LLC and Fdx Advisors. Chen maintains a Series 63 license, designating them as a securities agent, and is approved to advise clients in Georgia and Texas. Red Tortoise is a financial advisory firm based in Atlanta, GA. The company has offices in four locations and just four financial advisors. It oversees $246 million in assets across its 225 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 225 accounts, 63% belong to high-net-worth individuals who have more than $1 million in assets. Red Tortoise offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Red Tortoise most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Red Tortoise Brokerage Details
$246,061,062
4
225
$1,093,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
George Chen Work History
George has been registered as a financial advisor for 5 years.*
Red Tortoise, LLC
Fdx Advisors
M&T Securities
M&T Bank
M&T Bank
*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 Chen 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 Red Tortoise
Atlanta, GA
Atlanta, GA
Atlanta, GA
Decatur, GA
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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