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George Chen

RED Tortoise

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About George Chen

George Chen is an Investment Advisor Representative with RED Tortoise and is licensed to provide investment advice in Georgia and Texas. George has been in the securities industry since 1998, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. George holds a Series 7 and Series 63 license. George is also a Chartered Financial Analyst (CFA). George is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

George Chen is currently registered with RED Tortoise. RED Tortoise is an investment advisory firm based in Atlanta, Georgia. The firm offers portfolio management services to individuals, businesses, and charitable organizations. RED Tortoise also provides financial planning services. As of December 31, 2022, the firm manages approximately $357,458,593 in assets for 270 clients.
RED Tortoise

5555 GLENRIDGE CONNECTOR

ATLANTA, GA 30342

$357.46M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Chen’s Registration & Firm History

GA

09/11/2019 - Present

RED Tortoise (Decatur GA)

DE

08/29/2011 - 05/06/2013

M&T SECURITIES, INC. (WILMINGTON DE)

GA

05/31/2005 - 09/01/2011

WILMINGTON BROKERAGE SERVICES COMPANY (ATLANTA GA)

GA

08/20/1998 - 05/31/2005

WILMINGTON TRUST INVESTMENT MANAGEMENT (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Chen.
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