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Geoffrey Alan Wells

BPC ADVISORS LLC·EAST SYRACUSE, New York
Unclaimed Profile
6390 FLY ROAD, EAST SYRACUSE, NY 13057CRD# 5900204Firm CRD# 284429
01

About

Geoffrey Alan Wells is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with BPC ADVISORS LLC. 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
03

Firm Overview

Firm
BPC ADVISORS LLC
BPC ADVISORS LLC
AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BPC ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5900204
Firm CRD# 284429
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Alan Wells offer?
Geoffrey Alan Wells specializes in Financial Planning, Investment Management. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Geoffrey Alan Wells's credentials?
Geoffrey Alan Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Alan Wells located?
Geoffrey Alan Wells is based in EAST SYRACUSE, New York, working with BPC ADVISORS LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Geoffrey Alan Wells charge for services?
Geoffrey Alan Wells'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 BPC ADVISORS LLC?
BPC ADVISORS LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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Research
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