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Founding Partner and Chief Compliance Officer · Genesee Capital Advisors, LLC

Jean Marie Hart

CRD 1564184 · Named on Form ADV at one SEC-registered adviser

At a glance

Genesee Capital Advisors, LLC, an SEC-registered wealth manager based in Auburn, NY with $420 million in regulatory assets, lists Jean Marie Hart on its Form ADV as Founding Partner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jean’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

  • Michael C. HearnFounding Partner, Investment Officer, Genesee Capital Advisors, LLC
  • Ryan W. PineFounding Partner, Investment Officer, Genesee Capital Advisors, LLC

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