Lindsey Brooke Repp

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:

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

Current Employers

Employment History

• 07/2018 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2017 → 05/2018
  Brown University
  Providence, RI
• 09/2017 → 05/2018
  Brown University
  Providence, RI
• 06/2017 → 08/2017
  Bank Of America Merrill Lynch
  New York, NY
• 11/2017 → 11/2017
  Design Catalyst
  Providence, RI
• 09/2014 → 05/2018
  Brown University
  Providence, RI
• 05/2019 → 07/2019
  Bofa Securities, Inc.
  New York, NY
• 06/2020 → 07/2022
  Stash Financial Llc
  New York, NY
• 06/2020 → 07/2022
  Stash Capital Llc
  New York, NY
• 07/2019 → 02/2020
  Hg Vora Capital Management
  New York, NY
• 02/2020 → 06/2020
  Unemployed
  New York, NY
• 07/2022 → 08/2025
  Geowealth Management Llc
  Chicago, IL
• 08/2025 → Present
  Geowealth Management Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-19
• S63 Uniform Securities Agent State Law Examination
  2018-08-19

Other Names

• Lindsey Brooke Repp
• Lindsey Repp