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Sharon Dinardo Allen

GEOVEST ADVISORS INC·FAIRPORT, New York
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245 WILLOWBROOK OFFICE PARK, FAIRPORT, NY 14450-4221CRD# 1175325Firm CRD# 105906
01

About

Sharon Dinardo Allen is a registered financial advisor based in FAIRPORT, New York, affiliated with GEOVEST ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
GEOVEST ADVISORS INC
GEOVEST ADVISORS INC
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GEOVEST ADVISORS INC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1175325
Firm CRD# 105906
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Dinardo Allen offer?
Sharon Dinardo Allen specializes in Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Sharon Dinardo Allen's credentials?
Sharon Dinardo Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Dinardo Allen located?
Sharon Dinardo Allen is based in FAIRPORT, New York, working with GEOVEST ADVISORS INC. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.
How does Sharon Dinardo Allen charge for services?
Sharon Dinardo Allen'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 GEOVEST ADVISORS INC?
GEOVEST ADVISORS INC has approximately 6 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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