Trevor Sarif-Killea (CRD# 7509340) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in New York, NY and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Geometric Wealth Advisors | New York, NY | Mar 2022 - Current | 2 |
Mount Sinai Health Partners | New York, NY | Jan 2019 - Feb 2022 | 3 |
Boston Consulting Group | Los Angeles, CA | Jul 2016 - Oct 2018 | 2 |
Decision Resources Group | Boston, MA | Jun 2015 - Jun 2016 | 1 |
Harvard University | Boston, MA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NY
- TX
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Total Assets Under Management764MILLIONS
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Total Number of Accounts1,574ACCOUNTS
-
Average Account Value$485,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, DC, GA, IL, MA, MN, NY, TX, VA, WA
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