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Jean Marie Hart

GENESEE CAPITAL ADVISORS, LLC·AUBURN, New York
Clean recordGENESEE CAPITAL ADVISORS, LLC
46 SOUTH STREET, AUBURN, NY 13021CRD# 1564184Firm CRD# 167353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jean Marie Hart · AUBURN, NY
Registration
CRD #1564184 · GENESEE CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jean Marie Hart is a registered financial advisor based in AUBURN, New York, affiliated with GENESEE CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GENESEE CAPITAL ADVISORS, LLC
GENESEE CAPITAL ADVISORS, LLC
AUM
$327M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GENESEE CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1564184
Firm CRD# 167353
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Marie Hart offer?
Jean Marie Hart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, New York for a consultation.
What are Jean Marie Hart's credentials?
Jean Marie Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Marie Hart located?
Jean Marie Hart is based in AUBURN, New York, working with GENESEE CAPITAL ADVISORS, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Jean Marie Hart charge for services?
Jean Marie Hart'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 GENESEE CAPITAL ADVISORS, LLC?
GENESEE CAPITAL ADVISORS, LLC has approximately 4 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENESEE CAPITAL ADVISORS, LLC

Michael Christopher Hearn
AUBURN, NY
Ryan Winfield Pine
AUBURN, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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