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Daniel Adam Stuckey

Geometric Wealth Advisors, LLC

Merion Station, PA

Washington, DC

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Current Employers
Geometric Wealth Advisors, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-20
TX RA APPROVED 2025-06-20
  • PA RA
    APPROVED
    Since 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-20

Branch Locations

Merion Station, PA • United States

Washington, DC • 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
Relay Graduate School Of Education New York NY 10/2021 10/2024
Relay Graduate School Of Education New York NY 07/2017 10/2021
Achievement First Brooklyn NY 04/2016 07/2017
Geometric Wealth Advisors, Llc Washington DC 06/2025 Present
Not Applicable Merion Station PA 11/2024 05/2025
  • 10/2021 → 10/2024
    Relay Graduate School Of Education
    New York, NY
  • 07/2017 → 10/2021
    Relay Graduate School Of Education
    New York, NY
  • 04/2016 → 07/2017
    Achievement First
    Brooklyn, NY
  • 06/2025 → Present
    Geometric Wealth Advisors, Llc
    Washington, DC
  • 11/2024 → 05/2025
    Not Applicable
    Merion Station, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20
Other Names
  • Daniel Stuckey

View on SEC IAPD

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