Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in New York

Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in New York, by city and A to Z.

The short answer

3 registered advisors work at Geneos Wealth Management, Inc. in New York, out of 175 nationwide; it's the firm's number 17 state by advisors, and the most are in Orchard Park (2). 0 list the CFP designation and 3 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors by city in New York

Every firm in New York →

Orchard Park 2Oneonta 1

Geneos Wealth Management, Inc. advisors in New York, A to Z

Search by name →

Geneos Wealth Management, Inc. advisors in every state →Geneos Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Geneos Wealth Management, Inc. in other states

Colorado 38Arizona 21Pennsylvania 14Texas 14Virginia 13North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5Oklahoma 4Utah 4California 3Florida 3Illinois 3Maryland 3Wyoming 3

Questions

How many Geneos Wealth Management, Inc. financial advisors are in New York?

3 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in New York does Geneos Wealth Management, Inc. have the most advisors?

Orchard Park, with 2, then Oneonta (1). Geneos Wealth Management, Inc. has advisors in 2 cities in New York.

How do I check a Geneos Wealth Management, Inc. advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Geneos Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.