Douglas Geisser, financial advisor Naples FL

Douglas Geisser

CRD Number: 1137506
Current Firm: Romano Wealth Management

Douglas Geisser (CRD# 1137506) is an Investment Advisor Representative working at Romano Wealth Management in Naples, FL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Romano Brothers And Company Evanston, IL Apr 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S66 NASAA Uniform Combined State Law Examination Feb 1998
Contact Info for Douglas N. Geisser
Phone Number: 847-866-7700
Registered State(s):
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • IN
  • OR
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    1,236
    MILLIONS
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $624,728
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NY, OH, OR, SC, TN, TX, UT, VA, WI

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