Geoffrey MaclayCRD Number: 1834706
Current Firm: Cedarwinds Investment Management, LLC
Geoffrey Maclay (CRD# 1834706) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Milwaukee, WI and has over 28 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Cedarwinds Investment Management, LLC||Milwaukee, WI||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management129MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$334,323
- 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
IL, TX, WI