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Vice President & Portfolio Manager · Geovest Advisors Inc

David J. Upson

CRD 864464 · Named on Form ADV at one SEC-registered adviser

At a glance

Geovest Advisors Inc, an SEC-registered wealth manager based in Fairport, NY with $148 million in regulatory assets, lists David J. Upson on its Form ADV as Vice President & Portfolio Manager, a control person.

Firms and roles

  • Geovest Advisors IncVice President & Portfolio ManagerWealth manager · Fairport, NY · $148M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.