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Gerard Gruber

Geneos Wealth Management, Inc.

Fairfield, CT

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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2007-10-18
  • CT RA
    APPROVED
    Since 2007-10-18

Branch Locations

55 Walls Drive Suite 308, Fairfield, CT 06824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Manangement Inc. Fairfield CT 01/2006 Present
Hayden Wealth Management Westport CT 07/2010 11/2017
Harbor West Fairfield CT 11/2017 Present
  • 01/2006 → Present
    Geneos Wealth Manangement Inc.
    Fairfield, CT
  • 07/2010 → 11/2017
    Hayden Wealth Management
    Westport, CT
  • 11/2017 → Present
    Harbor West
    Fairfield, CT
Previous Registrations
  • 2007-02-28 → 2007-11-27
    Hayden Financial Group, Llc
    Westport, CT
Other Businesses

1) DBA: HARBOR WEST LOCATED BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES. 3) SURVEY INCOME.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-31
  • S63 Uniform Securities Agent State Law Examination
    2002-01-31
Designations

View on SEC IAPD

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ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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