linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sébastien Genest-roy

Giverny Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sébastien? Claim Your Profile

About Sébastien Genest-roy

Sébastien Genest-roy is an Investment Advisor Representative at Giverny Capital, based in Montreal. Sébastien has been in the industry since February 2013. Sébastien holds a Series 65 license and is registered as an Investment Advisor Representative in Florida. Sébastien's specializations include portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Sébastien Genest-roy is currently registered with Giverny Capital. Giverny Capital is a Montreal, Canada-based investment advisor with approximately $2,465,103,235 in regulatory assets under management. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. Giverny Capital has 4,563 total accounts with 3,583 individual clients, 556 corporate clients, and 7 charitable organization clients.
Giverny Capital

759, SQUARE-VICTORIA STREET, SUITE 105

MONTREAL, H2Y 2J7

$2.47B

Assets Under Management

Not reported

Total Clients

3

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sébastien Genest-roy’s Registration & Firm History

NA

01/01/2025 - Present

Giverny Capital (MONTREAL )

Not sure if Sébastien Genest-roy is right for you?

Licenses & Designations

IA

Issued 10/19/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sébastien Genest-roy.
Not sure if Sébastien Genest-roy is right for you?