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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-17 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Oneonta | NY | 02/2005 | 10/2021 |
| Fsc Wealth Advisors, Llc | Wappingers Falls | NY | 09/2016 | 04/2026 |
| Geneos Wealth Management Inc | Oneonta | NY | 10/2021 | Present |
| Miller Financial Services | Oneonta | NY | 10/2021 | Present |
1) DBA: MILLER FINANCIAL SERVICES - President of non investment related business located at branch location. 2) FIRST PRESBYTERIAN CHURCH - Elder. 3) HARTWICK COLLEGE - Trustee. 4) ADIRONDACK WATERFRONT COMPOUND LLC - rental. 5) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-29 |
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