Mark Aaron Mcguire

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1994 → 12/2020
  Maryland State Police
  Pikeville, MD
• 02/2021 → 07/2021
  Geneos Wealth Management
  Chestertown, MD
• 02/2021 → 07/2021
  Chesapeake Investment Advisors, Inc.
  Chestertown, MD
• 07/2021 → Present
  Geneos Wealth Management Inc
  Venice, FL
• 07/2021 → Present
  Chesapeake Investment Advisors Inc
  Venice, FL

Other Businesses

1) DBA: CHESAPEAKE INVESTMENT ADVISORS INC, ADVISORY SERVICES located at branch location 160 HOURS/MONTH. 2) MSS MANAGEMENT LLC-OWNER TAX AND ACCOUNTING BUSINESS, NON I-R, 7/24/11, 80 HRS/MO. 3) INDEPENDANT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 4) RENTAL PROPERTY INCOME. 5) SHELLEY'S EVENTS LLC-REGISTERED AGENT.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-10

Other Names

• Mark A Mcguire