Geoffrey J. Deasey

DILLON CAPITAL MANAGEMENT

Ambler, PA 19002

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CRD#: 1395822

Professional summary

Geoffrey Joseph Deasey, who also goes by Jeff Deasey, is a registered financial advisor currently at DILLON CAPITAL MANAGEMENT located in Ambler, Pennsylvania.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Geoffrey has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Deasey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I receive compensation from a prior employer (Ironview Capital Management) for legacy accounts opened prior to November 2017. No on-going business conducted for this firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Joseph Deasey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 3, 2020 - Present

DILLON CAPITAL MANAGEMENT

Office #1: 809 N. Bethlehem Pike, Ste. F1, Ambler, PA 19002

RIA

CRD#: 159420

Ambler, PA

Past

December 13, 2017 - July 13, 2020

COLUMBUS MACRO, LLC

RIA

CRD#: 286374

Wynnewood, PA

Past

March 17, 2016 - March 27, 2018

IRONVIEW CAPITAL MANAGEMENT, LLC

RIA

CRD#: 150250

BLUE BELL, PA

Past

May 15, 2015 - June 1, 2016

AUA CAPITAL MANAGEMENT

RIA

CRD#: 164914

MECHANICSBURG, PA

Past

September 11, 2014 - December 10, 2015

CHESTER COUNTY ASSET MANAGEMENT

RIA

CRD#: 170718

WEST CHESTER, PA

Past

June 26, 2014 - December 31, 2017

DILLON CAPITAL MANAGEMENT

RIA

CRD#: 159420

AMBLER, PA

Past

September 28, 2012 - February 5, 2013

AMERISERV WEALTH ADVISORS INC

RIA

CRD#: 105846

WEST CHESTER, PA

Past

July 15, 2010 - March 4, 2011

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

SAN MATEO, CA

Past

March 20, 2007 - April 3, 2008

GLENMEDE INVESTMENT MANAGEMENT, LP

RIA

CRD#: 108165

PHILADELPHIA, PA

Past

August 8, 2003 - April 29, 2004

ANDRES CAPITAL MANAGEMENT,LLC

RIA

CRD#: 120254

BERWYN, PA

Past

October 1, 2000 - November 26, 2002

BROWN BROTHERS HARRIMAN & CO.

CRD#: 104487

NEW YORK, NY

Past

August 20, 1985 - January 2, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/14/2010

General Securities Representative Examination

Current Firm

DILLON CAPITAL MANAGEMENT

DILLON CAPITAL MANAGEMENT | DILLON CAPITAL MANAGEMENT, LLC | DILLON CAPITAL MANAGEMENT, L.P.

CRD#: 159420 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/9/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/6/2012 Approved)

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Contact information

Main Address

809 N. Bethlehem Pike, Ste. F1, Ambler, PA 19002

Mailing Address

Phone number

(215) 367-5365

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 95,849,520

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Geoffrey J. Deasey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Joseph Deasey's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBUS MACRO, LLC

IRONVIEW CAPITAL MANAGEMENT, LLC

AUA CAPITAL MANAGEMENT

CHESTER COUNTY ASSET MANAGEMENT

DILLON CAPITAL MANAGEMENT

AMERISERV WEALTH ADVISORS INC

FRANKLIN DISTRIBUTORS, LLC

GLENMEDE INVESTMENT MANAGEMENT, LP

ANDRES CAPITAL MANAGEMENT,LLC

BROWN BROTHERS HARRIMAN & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/1995

Series 63

Date: 9/19/1985

Series 7

Date: 7/14/2010

Current Firm

DILLON CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DILLON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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