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Joseph Nicholas Geier

GEIER ASSET MANAGEMENT INC·MARRIOTTSVILLE, Maryland
Series 6, Series 7, Series 63, Series 65Clean record24 years registeredGEIER ASSET MANAGEMENT INC
2205 WARWICK WAY, MARRIOTTSVILLE, MD 21104CRD# 2267993Firm CRD# 109986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Nicholas Geier · MARRIOTTSVILLE, MD
Registration
CRD #2267993 · GEIER ASSET MANAGEMENT INC · 24 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Sep 2021 – present
GEIER ASSET MANAGEMENT INC
Oct 2001 – Sep 2021
MARRIOTTSVILLE, MD
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GEIER ASSET MANAGEMENT INC
CRD 109986 · SEC 801-56955
AUM
$354M
Regulatory assets under management
Employees
8
1,248 client accounts
Services offered by GEIER ASSET MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Joseph Nicholas Geier offer?
Joseph Nicholas Geier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARRIOTTSVILLE, Maryland for a consultation.
What are Joseph Nicholas Geier's credentials?
Joseph Nicholas Geier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Nicholas Geier located?
Joseph Nicholas Geier is based in MARRIOTTSVILLE, Maryland, working with GEIER ASSET MANAGEMENT INC. Their office serves clients in the MARRIOTTSVILLE metropolitan area and surrounding communities.
How does Joseph Nicholas Geier charge for services?
Joseph Nicholas Geier'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 GEIER ASSET MANAGEMENT INC?
GEIER ASSET MANAGEMENT INC has approximately 8 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GEIER ASSET MANAGEMENT INC

Brian Joseph Woods
MARRIOTTSVILLE, MD
Thomas Michael Geier
MARRIOTTSVILLE, MD
CFPPFS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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Research
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