Unclaimed Profile

Sharon Dinardo Allen

GEOVEST ADVISORS INC·FAIRPORT, New York

Clean recordGEOVEST ADVISORS INC

245 WILLOWBROOK OFFICE PARK, FAIRPORT, NY 14450-4221CRD# 1175325Firm CRD# 105906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sharon Dinardo Allen · FAIRPORT, NY

Registration

CRD #1175325 · GEOVEST ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

GEOVEST ADVISORS INC

AUM

$121M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GEOVEST ADVISORS INC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1175325

Firm CRD# 105906

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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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