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Warren Geddes

ESSEX NATIONAL SECURITIES, INC.·NAPA, California
Unclaimed Profile
550 GATEWAY DRIVE, NAPA, CA 94558CRD# 5167689Firm CRD# 25454
01

About

Warren Geddes is a registered financial advisor based in NAPA, California, affiliated with ESSEX NATIONAL SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ESSEX NATIONAL SECURITIES, INC.
ESSEX NATIONAL SECURITIES, INC.
AUM
$31M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ESSEX NATIONAL SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5167689
Firm CRD# 25454
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Warren Geddes offer?
Warren Geddes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPA, California for a consultation.
What are Warren Geddes's credentials?
Warren Geddes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Warren Geddes located?
Warren Geddes is based in NAPA, California, working with ESSEX NATIONAL SECURITIES, INC.. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does Warren Geddes charge for services?
Warren Geddes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSEX NATIONAL SECURITIES, INC.?
ESSEX NATIONAL SECURITIES, INC. has approximately 11 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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