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Vice President & Chief Investment Officer · Geovest Advisors Inc

Philip M. Byrne

CRD 5649022 · Named on Form ADV at one SEC-registered adviser

At a glance

Geovest Advisors Inc, an SEC-registered wealth manager based in Fairport, NY with $148 million in regulatory assets, lists Philip M. Byrne on its Form ADV as Vice President & Chief Investment Officer, a control person.

Firms and roles

  • Geovest Advisors IncVice President & Chief Investment OfficerWealth manager · Fairport, NY · $148M in regulatory assets

AtlasMembers

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