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Michael David Donald Geldart

EXCELLERE CAPITAL MANAGEMENT LLC·DENVER, Colorado
Clean recordEXCELLERE CAPITAL MANAGEMENT LLC
3033 EAST FIRST AVENUE, DENVER, CO 80206CRD# 6627310Firm CRD# 142904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Donald Geldart · DENVER, CO
Registration
CRD #6627310 · EXCELLERE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael David Donald Geldart is a registered financial advisor based in DENVER, Colorado, affiliated with EXCELLERE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EXCELLERE CAPITAL MANAGEMENT LLC
EXCELLERE PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at EXCELLERE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES
Regulatory
SEC/IARD CRD# 6627310
Firm CRD# 142904
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael David Donald Geldart offer?
Michael David Donald Geldart specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Michael David Donald Geldart's credentials?
Michael David Donald Geldart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Donald Geldart located?
Michael David Donald Geldart is based in DENVER, Colorado, working with EXCELLERE CAPITAL MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Michael David Donald Geldart charge for services?
Michael David Donald Geldart's firm is compensated through percentage of aum, performance-based fees, other: transaction,monitoring, closing, acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCELLERE CAPITAL MANAGEMENT LLC?
EXCELLERE CAPITAL MANAGEMENT LLC has approximately 25 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCELLERE CAPITAL MANAGEMENT LLC

Christopher Ryan Glaws
DENVER, CO
David Lawrence Kessenich
DENVER, CO
Jacqueline Cheryl Vedra
DENVER, CO
Mark Edward Sparrow
DENVER, CO
Matthew Charles Hicks
DENVER, CO
Bradford Joseph Cornell
DENVER, CO

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Research
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