Ivo Ivanov, financial advisor Chicago IL
93 score

Ivo Ivanov

CRD Number: 4470164
Current Firm: Geowealth Management LLC

Ivo Ivanov (CRD# 4470164) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Geowealth Management LLC New York, NY Oct 2010 - Current 6
Td Waterhouse Investor Services, Inc. Jersey City, NJ Apr 2006 - Oct 2010 4
Ameritrade, Inc. Omaha, NE Jun 2003 - Oct 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Ivo V. Ivanov
Phone Number: (312) 219-9160
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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