Geoffrey Dann is a registered investment advisor at Sheets Smith Wealth Management, based in Staatsburg, NY, with 4 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 411 clients with $1.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Staatsburg, NY
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Geoffrey is a co-manager of a family real estate business, Darnet Realty Associates, LLC, dedicating minimal time. He also serves as a board member, treasurer, and member of the investment committee for the Catskill Center for Conservation and Development Inc, and is a member of the investment committee for the New York-New Jersey Trail Conference.
Employment History
Current Registrations
Sheets Smith Wealth Management
Previous Registrations
Dann Asset Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.