Christopher GeistCRD Number: 5214755
Current Firm: Simplicity Wealth
Christopher Geist (CRD# 5214755) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 16 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Simplicity Wealth, LLC||Summit, NJ||May 2021 - Current||2|
|First Income Advisors||Eden Prairie, MN||Apr 2012 - Current||11|
|Financial & Tax Architects, Inc.||St Louis, MO||Mar 2019 - May 2019||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management201MILLIONS
Total Number of Accounts2,342ACCOUNTS
Average Account Value$85,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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