Unclaimed Profile

James Geshwiler

CVP MANAGEMENT, INC.·CAMBRIDGE, Massachusetts

CVP MANAGEMENT, INC.

245 MAIN STREET, CAMBRIDGE, MA 02142CRD# 6266882Firm CRD# 169433

Profile Verification

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

Identity

James Geshwiler · CAMBRIDGE, MA

Registration

CRD #6266882 · CVP MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

James Geshwiler is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with CVP MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CVP MANAGEMENT, INC.

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CVP MANAGEMENT, INC. →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 6266882

Firm CRD# 169433

View on FINRA BrokerCheck →

Looking for a financial advisor in CAMBRIDGE?

Browse all registered financial advisors in CAMBRIDGE, Massachusetts or claim this profile if it's yours.

Browse CAMBRIDGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Geshwiler offer?

James Geshwiler is a registered financial advisor in CAMBRIDGE, Massachusetts. Contact their office for details on services offered.

What are James Geshwiler's credentials?

James Geshwiler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Geshwiler located?

James Geshwiler is based in CAMBRIDGE, Massachusetts, working with CVP MANAGEMENT, INC.. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How large is CVP MANAGEMENT, INC.?

CVP MANAGEMENT, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →