Unclaimed Profile

Matthew Howard Geary

SWP INVESTMENT MANAGEMENT LLC·INDEPENDENCE, Ohio

Clean recordSWP INVESTMENT MANAGEMENT LLC

5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 4811721Firm CRD# 331314

Profile Verification

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

Identity

Matthew Howard Geary · INDEPENDENCE, OH

Registration

CRD #4811721 · SWP INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Howard Geary is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with SWP INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

SWP INVESTMENT MANAGEMENT LLC

AUM

$81M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SWP INVESTMENT MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4811721

Firm CRD# 331314

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Howard Geary offer?

Matthew Howard Geary specializes in Investment Management, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Matthew Howard Geary's credentials?

Matthew Howard Geary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Howard Geary located?

Matthew Howard Geary is based in INDEPENDENCE, Ohio, working with SWP INVESTMENT MANAGEMENT LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Matthew Howard Geary charge for services?

Matthew Howard Geary's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWP INVESTMENT MANAGEMENT LLC?

SWP INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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