Geffrey Gioia, financial advisor Greenwood Village CO

Geffrey Gioia

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Geffrey G. Gioia
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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