George Ferrel has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Boston, Massachusetts. George has been with Purefi Wealth since 2025; before that, George spent less than a year at First Citizens Investor Services and five years at Merrill. Purefi Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Services through Purefi Wealth
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowPurefi Wealth, LLCCurrent firm
- May 2025 – Oct 2025First Citizens Investor Services, Inc.Previously
- 2009 – 2014MerrillPreviously
- Mar 2009 – Oct 2009Banc of America Investment Services, Inc.Previously
Contact George
(617) 488-9320Purefi Wealth main office 10 Post Office Square Suite 710Boston, MA 02109Office · Get directions X (Twitter) pagePurefi Wealth
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Questions to ask George
Tailored to George’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About George
How do I contact George?
Call Purefi Wealth at (617) 488-9320 and ask for George Ferrel. George works from the Boston, MA office.
How long has George been a financial advisor?
George has been in the industry since 2009, about 18 years. More experience than 59% of advisors in Boston.
What licenses does George hold?
Series 66. Tap any license on this page to see what it allows.
Is George a fiduciary?
George is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is George paid?
Purefi Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask George for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.