Unclaimed Profile

Thomas Michael Geier

GEIER ASSET MANAGEMENT INC·MARRIOTTSVILLE, Maryland

Series 6, Series 7, Series 26, Series 63, Series 65CFPPFSClean record24 years registeredGEIER ASSET MANAGEMENT INC

2205 WARWICK WAY, MARRIOTTSVILLE, MD 21104CRD# 2615085Firm CRD# 109986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Michael Geier · MARRIOTTSVILLE, MD

Registration

CRD #2615085 · GEIER ASSET MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GEIER ASSET MANAGEMENT INC

PUNTA GORDA FINANCIAL PLANNING LLC

Jan 2018 – Dec 2019

PUNTA GORDA, FL

GEIER ASSET MANAGEMENT INC

Jan 2002 – Sep 2021

MARRIOTTSVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · January 1, 2002

Years registered · 24

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEIER ASSET MANAGEMENT INC

CRD 109986 · SEC 801-56955

AUM

$354M

Regulatory assets under management

Employees

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

View all advisors at GEIER ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Thomas Michael Geier offer?

Thomas Michael Geier specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Michael Geier's credentials?

Thomas Michael Geier holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Michael Geier located?

Thomas Michael Geier is based in MARRIOTTSVILLE, Maryland, last registered with GEIER ASSET MANAGEMENT INC.

How does Thomas Michael Geier charge for services?

Thomas Michael 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

Joseph Nicholas Geier

MARRIOTTSVILLE, MD

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Maryland

BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)

City Guides

BALTIMORE Guide BETHESDA Guide ROCKVILLE Guide HUNT VALLEY Guide TOWSON Guide

Research

Advisor Fees in Maryland National Fee Analysis

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