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Jean Marie Hart

GENESEE CAPITAL ADVISORS, LLC·AUBURN, New York
SIE, Series 7, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GENESEE CAPITAL ADVISORS, LLC
CRD 167353 · SEC 801-77930
AUM
$327M
Regulatory assets under management
Employees
4
1,484 client accounts
Services offered by GENESEE CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GENESEE CAPITAL ADVISORS, LLC →
Introduction

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04

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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