Geffrey GioiaCRD Number: 2436341
Current Firm: Fidelity Personal And Workplace Advisors
Geffrey Gioia (CRD# 2436341) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 25 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Fidelity Brokerage Services,llc||Greenwood Village, CO||Dec 2019 - Current||2|
|Bank Of America, N.a.||Akron, OH||Apr 2019 - Nov 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Akron, OH||Mar 2019 - Nov 2019||< 1|
|Ancora Securities Inc.||Cleveland, OH||May 2013 - Jan 2019||5|
|Northcoast Research Partners, LLC||Cleveland, OH||May 2013 - Jan 2019||5|
|Longbow Securities||Independence, OH||Oct 2010 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
|S63||Uniform Securities State Law Examination||Aug 1996|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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