Andrew Geyer, financial advisor Bluffton SC

Andrew Geyer

CRD Number: 5556477
Current Firm: Optimumsquare, LLC

Andrew Geyer (CRD# 5556477) is an Investment Advisor Representative working at Optimumsquare, LLC in Bluffton, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gulfstream Aerospace Savannah, GA Jul 2017 - Current 6
Optimumsquare LLC Zionsville, IN Dec 2016 - Current 7
Rolls-royce Corporation Indianapolis, IN Dec 2010 - Jul 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Andrew S. Geyer
Phone Number: 317-732-1957
Firm Website: http://www.optsq.com
Registered State(s):
  • IN
  • SC
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $343,190
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IN, SC

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