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Member · Rise Private Wealth Management

Geri E. Pell

CRD 1555728 · Named on Form ADV at one SEC-registered adviser

At a glance

Rise Private Wealth Management, an SEC-registered asset manager based in Bedford, NH with $0 in regulatory assets, lists Geri E. Pell on its Form ADV as Member.

Firms and roles

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Geri’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.

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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 (6)

  • Brent A. KileyChief Executive Officer / Trustee of Brent A. Kiley Trust / Chief Compliance Officer, Rise Private Wealth Management
  • Robert A. BonfiglioTrustee of Robert A. Bonfiglio Trust, Rise Private Wealth Management
  • Ryan P. Mc CabeMember / Business Development Officer, Rise Private Wealth Management
  • Christopher P. KinnaneTrustee of Christopher P. Kinnane Revocable Family Trust of 2016, Rise Private Wealth Management
  • Justin T. HallMember, Rise Private Wealth Management

1 more person named with Geri on the same filings, with titles and firms. Free in Atlas with a free account.

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