George Pedraza
Advisor at BOK Financial Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BOK Financial Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Denver, CO 80202
Credentials
Series 63, Series 66
Industry experience
31 years
George Pedraza is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His prior roles include positions at Merrill, CAPTRUST, Covenant, and Wells Fargo. Outside of his advisory work, he serves on the boards of several educational organizations in San Antonio, including Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation. BOK Financial Private Wealth, Inc. advises high-net-worth individuals, families, trusts, estates, and retirement plans, offering discretionary portfolio management and wealth advisory services through multi-advisor teams. The firm is integrated within a financial holding company structure, providing clients access to banking, trust, brokerage, and institutional investment resources.
Based on BOK Financial Private Wealth, Inc.
Based on BOK Financial Private Wealth, Inc.
Wealth advisory service consulting fees may be fixed; financial planning may have upfront and recurring fixed fees
$0 - $1,000,000: 1.00% per annum or less $1,000,000+: Negotiable rates below 1.00% per annum with breakpoints
Specialized investment management and research services hourly rates generally range from $200-$500 per hour
Clients using only wealth advisory or financial planning services typically pay an initial upfront fee and an annual recurring fee for ongoing services; quarterly financial planning fees may apply for enhanced planning services
Account minimum: $2.5 million Fee-only: Financial planning and wealth advisory services fees may be fixed or hourly; specialized investment management and research services fees range from $200-$500 per hour; account aggregation fees depend on complexity
1600 Broadway, 4 Th Floor
Denver, CO 80202
Colorado · Texas
BOK Financial Securities, Inc.
2025 - Present (1 year)
Bokf, Na
2025 - Present (1 year)
Merrill
2023 - 2025 (2 years)
CapFinancial Partners, LLC. (CAPTRUST)
2021 - 2023 (2 years)
Covenant
2021 - 2021 (1 year)
Wells Fargo Clearing Services
2017 - 2020 (3 years)
Wells Fargo Bank
2017 - 2020 (3 years)
Wells Fargo Securities, LLC
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")