Matthew Geer is a registered investment advisor, based in Troy, PA, with 20 years of industry experience.
Location
784 Canton Street, Troy, PA, 16947
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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 ActivitiesSells Insurance
Matthew is an advisory representative of a registered investment advisor (RIA) and an independent insurance agent for various companies. He also serves as treasurer for multiple organizations, owns a pass-through entity, and coaches track and field and CrossFit.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations9 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.