Inactive

Robert Dario Gee

Geowealth Management LLC

CRD 6157332

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Employer firm

Geowealth Management LLC CRD 148222

$17.6B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Periodicals / newsletters
Educational seminars

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

Current Employers

Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-02-06
IL	RA	APPROVED	2025-02-06

CO RA
APPROVED

Since 2025-02-06
IL RA
APPROVED

Since 2025-02-06

Branch Locations

Denver, CO • United States

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

Organization	City	State	From	To
Curian Clearing Llc	Denver	CO	09/2013	12/2016
Curian Capital, Llc	Denver	CO	03/2015	12/2016
Ss&C Alps	Denver	CO	01/2017	09/2019
Freedom Advisors	San Francisco	CA	09/2019	01/2024
Freedom Advisors	San Francisco	CA	01/2024	08/2024
Geowealth	Chicago	IL	09/2024	Present

09/2013 → 12/2016

Curian Clearing Llc

Denver, CO
03/2015 → 12/2016

Curian Capital, Llc

Denver, CO
01/2017 → 09/2019

Ss&C Alps

Denver, CO
09/2019 → 01/2024

Freedom Advisors

San Francisco, CA
01/2024 → 08/2024

Freedom Advisors

San Francisco, CA
09/2024 → Present

Geowealth

Chicago, IL

Designations

Chartered Financial Analyst

Other Names

Robby Gee
Rob Gee
Robert D Gee
Robert Gee

View on SEC IAPD

More in Denver, CO

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