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Principal/chief Compliance Officer · BPC Advisors LLC

Geoffrey A. Wells

CRD 5900204 · Named on Form ADV at one SEC-registered adviser

At a glance

BPC Advisors LLC, an SEC-registered wealth manager based in East Syracuse, NY with $158 million in regulatory assets, lists Geoffrey A. Wells on its Form ADV as Principal/chief Compliance Officer, a control person.

Firms and roles

  • BPC Advisors LLCPrincipal/chief Compliance OfficerWealth manager · East Syracuse, NY · $158M in regulatory assets

AtlasMembers

Geoffrey’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 Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.