Robert Dario Gee

CFA

Geowealth Management LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Geowealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

50,134 clients

Average Client Portfolio

$271K average

Assets Under Management

$13.6B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

444 N. Michigan Avenue, Suite 3150, Chicago, IL, 60611

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Geowealth Management LLC

February 2025 - Present · 1 yr

Previous Registrations

Curian Clearing, LLCBroker

September 2013 - March 2016 · 2 yrs 6 mos

J.P. Morgan Securities LLCBroker

March 2013 - September 2013 · 6 mos

State Registrations2 states

COIL

Advisor

Exams

No exam information available for this advisor.