Adviser and broker representative · Geneos Wealth Management, Inc.
Grace Roland
CRD 7330658 · Lancaster, PA
At a glance
Grace Roland is an investment adviser representative with Geneos Wealth Management, Inc. in Lancaster, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grace’s SEC record dates to 2025, about 1 years ago. Grace is also registered as a broker representative.
Current advisory firms
- Geneos Wealth Management, Inc.Since May 2025Lancaster, PA · $9.2B in regulatory assets
- Personal Wealth Advisory, LLCSince January 2026Lancaster, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Grace’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Geneos Wealth Management, Inc.
- Andrew S. BarningerLancaster · Certified Financial Planner
- Steven F. BellLancaster · Certified Financial Planner, Chartered Financial Consultant
- Richard M. BravermanLancaster · Certified Financial Planner
- Christopher J. MillerLancaster
- Matthew P. AdrianGreenwood Village
- John C. AndersonLongview
- Max D. AndersonLongview
- Steven D. ArriganDenver
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