Managing Director, Principal · Hamilton Capital
Peter S. Geldis
CRD 5170113 · Named on Form ADV at one SEC-registered adviser
At a glance
Hamilton Capital, an SEC-registered wealth manager based in Columbus, OH with $4.9 billion in regulatory assets, lists Peter S. Geldis on its Form ADV as Managing Director, Principal.
Firms and roles
- Hamilton CapitalManaging Director, PrincipalWealth manager · Columbus, OH · $4.9B in regulatory assets
AtlasMembers
Peter’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
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- When each role began
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Colleagues named on the same filings (8)
- Robert M. HamiltonChairman/ceo/assistant Secretary, Hamilton Capital
- William A. LeubySenior V.p./gen Counsel/chief Compliance Officer, Hamilton Capital
- Jeffrey R. LoehnisPresident, Hamilton Capital
- Antonio M. CaxideChairman of the Senior Investment Council, Hamilton Capital
- Matthew J. KirbyManaging Director, Principal, Hamilton Capital
3 more people named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.