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RT

Reiner M. Triltsch

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CRD#: 2137592
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Reiner Maria Triltsch, who also goes by Reiner Triltsch, was a registered financial professional .

Reiner is a previously registered financial professional and started their career in finance in 1991. Reiner had worked at 4 firms and has passed the Series 65 and Series 63 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Reiner Triltsch

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 2, 2014 - July 21, 2017

GENEVA ADVISORS, LLC

RIA
CRD#: 121629
SAN FRANCISCO, CA
Past

March 4, 2009 - July 29, 2016

WHV INVESTMENTS, INC.

RIA
CRD#: 107214
SAN FRANCISCO, CA
Past

January 3, 2008 - February 18, 2009

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 106277
NEW YORK, NY
Past

April 10, 1991 - December 14, 2004

WESTAM (USA) LTD.

RIA
CRD#: 107471
ADDISON, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/12/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/1991
Uniform Securities Agent State Law Examination

Current Firm


GA
GENEVA ADVISORS, LLC
GENEVA ADVISORS OF CHICAGO | GENEVA INVESTMENT MANAGEMENT, LLC | GENEVA INVESTMENT MANAGEMENT OF CHICAGO, LLC | GENEVA INVESTMENT MANAGEMENT OF CHICAGO | GENEVA INVESTMENT MANAGEMENT | GENEVA ADVISORS, LLC

CRD#: 121629 / SEC#: 801-61890

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Contact information


Main Address
181 W. Madison St 35th Floor, Chicago, IL 60602-4690
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

GENEVA INVESTMENT MANAGEMENT OF CHICAGO, LLC ADV PART 2A (3/15/2017)

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.

Company Information


GENEVA ADVISORS, LLC

CRD#: 121629

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