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All firms/Geneos Wealth Management, Inc.
DIRECTORY AFFILIATION

Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.

Dually RegisteredIndependentNationalRetailWealth Management
8linked professional records
0researched profiles
5listed office cities
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A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.

8 profiles

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Page 1 of 1
ProfessionalFirm & roleOfficeFocusShortlist
ET
Elizabeth TatisHistorical record
Geneos Wealth Management, Inc.Advisor AssistantFishkillNew YorkFinancial services
GG
Gerard GruberHistorical record
Geneos Wealth Management, Inc.AdvisorWestportConnecticutWealth management
JM
James Michael CombloHistorical record
Geneos Wealth Management, Inc.Financial professionalFishkillNew YorkFinancial services
JR
James Raymond CarrollHistorical record
Geneos Wealth Management, Inc.AdvisorSelkirkNew YorkWealth management
JA
Jeffrey Arnold ScottHistorical record
Geneos Wealth Management, Inc.AdvisorFishkillNew YorkWealth management
NN
Nathaniel Neal MillerHistorical record
Geneos Wealth Management, Inc.Financial professionalOneontaNew YorkFinancial services
NK
Neal Kulin MillerHistorical record
Geneos Wealth Management, Inc.Investment Advisor RepresentativeOneontaNew YorkWealth management
SJ
Shane James ClarkeHistorical record
Geneos Wealth Management, Inc.Investment Advisor RepresentativeWaterfordConnecticutWealth management

Search index refreshed September 20, 2026. This is not a verification date for historical records.

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