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Sean Paul Geiger

Sean P. Geiger

STERLING, VA
Some features on this profile are disabled
CRD#: 2543233
Sean Paul Geiger
Sean Paul Geiger

Professional summary

Sean Paul Geiger was a registered financial advisor .

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Sean had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: $100K–$250K
250–500 clients

Services Offered

Estate & Legacy Planning
Financial Planning
Investment Management
Risk Management & Insurance
Retirement Planning

Aliases

None

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

Current

September 16, 2026 - Present

STERLING, VA
Past

June 1, 2009 - September 18, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Mclean, VA
Past

June 1, 2009 - September 18, 2026

MORGAN STANLEY

BD
CRD#: 149777
Mclean, VA
Past

April 15, 1996 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MCLEAN, VA
Past

November 15, 1994 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MCLEAN, VA

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
Maryland
(9/21/2026)
IAR
Ohio
(9/17/2026)
IAR
Virginia
(9/16/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 2/23/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/22/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 31
Status Unavailable
Passed: 9/19/2002
Futures Managed Funds Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 11/14/1994
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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