Lindsey Repp (CRD# 6226548) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Geowealth Management LLC | Chicago, IL | Jul 2022 - Current | 1 |
Stash Financial LLC | New York, NY | Jun 2020 - Jul 2022 | 2 |
Stash Capital LLC | New York, NY | Jun 2020 - Jul 2022 | 2 |
Unemployed | New York, NY | Feb 2020 - Jun 2020 | < 1 |
Hg Vora Capital Management | New York, NY | Jul 2019 - Feb 2020 | < 1 |
Bofa Securities, Inc. | New York, NY | May 2019 - Jul 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jul 2018 - May 2019 | < 1 |
Brown University | Providence, RI | Sep 2017 - May 2018 | < 1 |
Brown University | Providence, RI | Jan 2017 - May 2018 | 1 |
Brown University | Providence, RI | Sep 2014 - May 2018 | 3 |
Design Catalyst | Providence, RI | Nov 2017 - Nov 2017 | < 1 |
Bank Of America Merrill Lynch | New York, NY | Jun 2017 - Aug 2017 | < 1 |
Bank Of America Merrill Lynch | New York, NY | Jun 2016 - Aug 2016 | < 1 |
Rebecca Minkoff | New York, NY | Jun 2015 - Jul 2015 | < 1 |
Interactive Brokers Group | Greenwich, CT | Jun 2014 - Aug 2014 | < 1 |
Scarsdale High School | Scarsdale, NY | Sep 2010 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2018 |
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IL
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Total Assets Under Management12,333MILLIONS
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Total Number of Accounts74,593ACCOUNTS
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Average Account Value$165,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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