Unclaimed Profile

Geoffrey Brian Doyle

LARCH LANE ADVISORS LLC·RYE BROOK, New York

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record5 years registeredLARCH LANE ADVISORS LLC

800 WESTCHESTER AVENUE, S-528, RYE BROOK, NY 10573CRD# 2712026Firm CRD# 137682

Profile Verification

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

Identity

Geoffrey Brian Doyle · RYE BROOK, NY

Registration

CRD #2712026 · LARCH LANE ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LARCH LANE ADVISORS LLC

VALUE ROTATION STRATEGIES LLC

Feb 2021 – Jan 2022

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · February 12, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LARCH LANE ADVISORS LLC

CRD 137682 · SEC 801-64829

AUM

$655M

Regulatory assets under management

Employees

17 client accounts

Services offered by LARCH LANE ADVISORS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at LARCH LANE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Geoffrey Brian Doyle offer?

Geoffrey Brian Doyle specializes in Retirement Planning.

What are Geoffrey Brian Doyle's credentials?

Geoffrey Brian Doyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoffrey Brian Doyle located?

Geoffrey Brian Doyle is based in RYE BROOK, New York, last registered with LARCH LANE ADVISORS LLC.

How does Geoffrey Brian Doyle charge for services?

Geoffrey Brian Doyle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LARCH LANE ADVISORS LLC?

LARCH LANE ADVISORS LLC has approximately 13 employees and manages $655M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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