James Alexander Colavita

Employer firm

Gentrust CRD 158369

$5.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PROVIDE MODEL PORTFOLIOS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Gentrust, Llc
  New York, NY

Previous Registrations

• 2002-02-07 → 2012-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

James A. Colavita is a licensed insurance agent with 1847 Financial. The address of the business is 1 N Federal Hwy #201, Boca Raton, FL 33432. In his capacity as an insurance agent, Mr. Colavita may sell insurance products, including, but not limited to, life, health, and long-term care products, and may receive additional compensation, in the form of commissions, on the sale of such products to GenTrust's advisory clients. Mr. Colavita does not provide investment advice at 1847 Financial and spends about 2 hours quarterly on this activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-30
• S63 Uniform Securities Agent State Law Examination
  1995-09-27

Designations

• Certified Financial Planner

Other Names

• James A Colavita
• Jim Colavita