7 Giralda Farms, Suite 300, Madison, NJ, 07940
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Geri works as a Senior Associate at Transcend Capital Advisors, a Registered Investment Advisor (RIA). This role takes up a full-time commitment.