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Brian Michael Geary

LINWOOD INVESTMENT ADVISORS INC.·CHEEKTOWAGA, New York
Series 65Clean record5 years registeredLINWOOD 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. · 5 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Sep 2022 – present
LINWOOD INVESTMENT ADVISORS INC.
Aug 2021 – Feb 2024
BUFFALO, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINWOOD INVESTMENT ADVISORS INC.
CRD 120289 · SEC 801-75232
AUM
$68M
Regulatory assets under management
Employees
2
153 client accounts
Services offered by LINWOOD INVESTMENT ADVISORS INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LINWOOD INVESTMENT ADVISORS INC. →
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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.
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Other Advisors at LINWOOD INVESTMENT ADVISORS INC.

Joseph Patrick Feeley
BUFFALO, NY

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