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Geoffrey Stratton Bullard

BULLARD MCLEOD & ASSOCIATES INC·ALBANY, New York
Unclaimed Profile
194 WASHINGTON AVENUE, SUITE 520, ALBANY, NY 12210-2314CRD# 823993Firm CRD# 105341
01

About

Geoffrey Stratton Bullard is a registered financial advisor based in ALBANY, New York, affiliated with BULLARD MCLEOD & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BULLARD MCLEOD & ASSOCIATES INC
BULLARD MCLEOD & ASSOCIATES INC
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BULLARD MCLEOD & ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 823993
Firm CRD# 105341
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Stratton Bullard offer?
Geoffrey Stratton Bullard specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Geoffrey Stratton Bullard's credentials?
Geoffrey Stratton Bullard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Stratton Bullard located?
Geoffrey Stratton Bullard is based in ALBANY, New York, working with BULLARD MCLEOD & ASSOCIATES INC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Geoffrey Stratton Bullard charge for services?
Geoffrey Stratton Bullard'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 BULLARD MCLEOD & ASSOCIATES INC?
BULLARD MCLEOD & ASSOCIATES INC has approximately 4 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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