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Trevor Sarif-Killea

Geometric Wealth Advisors, LLC

New York, NY

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Current Employers
Geometric Wealth Advisors, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-11
TX RA APPROVED 2022-04-11
  • NY RA
    APPROVED
    Since 2022-04-11
  • TX RA
    APPROVED
    Since 2022-04-11

Branch Locations

New York, NY • 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
Geometric Wealth Advisors New York NY 03/2022 Present
Boston Consulting Group Los Angeles CA 07/2016 10/2018
Mount Sinai Health Partners New York NY 01/2019 02/2022
  • 03/2022 → Present
    Geometric Wealth Advisors
    New York, NY
  • 07/2016 → 10/2018
    Boston Consulting Group
    Los Angeles, CA
  • 01/2019 → 02/2022
    Mount Sinai Health Partners
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11
Other Names
  • Trevor Brandt-Sarif

View on SEC IAPD

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