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Geoffrey Weitzel

13 Years of Experience
Tampa, FL

Geoffrey Weitzel is a registered investment advisor at Firva Capital Management LLC, based in Tampa, FL, with 13 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 72 clients.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
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Location

3000 Bayport Drive, Suite 585, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Geoffrey is an executive at Bay Securities Services LLC, providing investment analytics and support services full-time since 2010. He is also associated with Firva Capital Management LLC, a registered investment advisory.

Employment History
Current Registrations
Firva Capital Management LLC
June 2012 - Present · 13 yrs 11 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.