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Geoffrey Alan Wells

BPC ADVISORS LLC·EAST SYRACUSE, New York
Series 65Clean record15 years registeredBPC ADVISORS LLC
6390 FLY ROAD, EAST SYRACUSE, NY 13057CRD# 5900204Firm CRD# 284429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Alan Wells · EAST SYRACUSE, NY
Registration
CRD #5900204 · BPC ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BPC ADVISORS LLC
May 2021 – present
POPULACE FINANCIAL
Jul 2011 – Dec 2011
HEWITT, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 29, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BPC ADVISORS LLC
CRD 284429 · SEC 801-116828
AUM
$142M
Regulatory assets under management
Employees
2
405 client accounts
Services offered by BPC ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BPC ADVISORS LLC →
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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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Other Advisors at BPC ADVISORS LLC

Douglas R. Burns
EAST SYRACUSE, NY

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