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Ron S Geffner

GENERATION CAPITAL MANAGEMENT LLC·PITTSFORD, New York
Unclaimed Profile
1163 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534CRD# 5386312Firm CRD# 128523
01

About

Ron S Geffner is a registered financial advisor based in PITTSFORD, New York, affiliated with GENERATION CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GENERATION CAPITAL MANAGEMENT LLC
GENERATION CAPITAL MANAGEMENT LLC
AUM
$917M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GENERATION CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5386312
Firm CRD# 128523
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ron S Geffner offer?
Ron S Geffner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are Ron S Geffner's credentials?
Ron S Geffner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ron S Geffner located?
Ron S Geffner is based in PITTSFORD, New York, working with GENERATION CAPITAL MANAGEMENT LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Ron S Geffner charge for services?
Ron S Geffner'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 GENERATION CAPITAL MANAGEMENT LLC?
GENERATION CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PITTSFORD
Joseph Patrick Zappia — LVW ADVISORS, LLCVictoria Ann Hemiup — LVW ADVISORS, LLCRichard H Van Kuren — LVW ADVISORS, LLCScott Nasca — GENERATION CAPITAL MANAGEMENT LLCMichael Joseph Cudlipp — CUDLIPP ADVISOR SERVICES, LLC
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