AdvisorOS Directory
Claim Profile
Unclaimed Profile
BG

Brian Michael Geary

LINWOOD INVESTMENT ADVISORS INC.·CHEEKTOWAGA, New York
Clean recordLINWOOD INVESTMENT ADVISORS INC.
4455 GENESEE ST, CHEEKTOWAGA, NY 14225CRD# 4521671Firm CRD# 120289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Michael Geary · CHEEKTOWAGA, NY
Registration
CRD #4521671 · LINWOOD INVESTMENT ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Michael Geary is a registered financial advisor based in CHEEKTOWAGA, New York, affiliated with LINWOOD INVESTMENT ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Brian

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

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

03

Firm Overview

Firm
LINWOOD INVESTMENT ADVISORS INC.
LINWOOD INVESTMENT ADVISORS INC.
AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LINWOOD INVESTMENT ADVISORS INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4521671
Firm CRD# 120289
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEEKTOWAGA?

Browse all registered financial advisors in CHEEKTOWAGA, New York or claim this profile if it's yours.

Browse CHEEKTOWAGA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Michael Geary offer?
Brian Michael Geary specializes in Investment Management. Contact their office in CHEEKTOWAGA, New York for a consultation.
What are Brian Michael Geary's credentials?
Brian Michael Geary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Michael Geary located?
Brian Michael Geary is based in CHEEKTOWAGA, New York, working with LINWOOD INVESTMENT ADVISORS INC.. Their office serves clients in the CHEEKTOWAGA metropolitan area and surrounding communities.
How does Brian Michael Geary charge for services?
Brian Michael Geary's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINWOOD INVESTMENT ADVISORS INC.?
LINWOOD INVESTMENT ADVISORS INC. has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LINWOOD INVESTMENT ADVISORS INC.

Joseph Patrick Feeley
BUFFALO, NY
Thomas Donald Hyzy
BUFFALO, NY
Anthony John Bonaventura
BUFFALO, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile