Geoffrey Lehman Webster
Professional Summary
Geoffrey Lehman Webster, who also goes by Geoff Webster, is a registered financial advisor currently at CASTLE HILL CAPITAL PARTNERS, INC. located in New York, New York. Geoffrey is registered as a RR (Registered Representative) and started their career in finance in 1994. Geoffrey has worked at 10 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 55, Series 7, Series 27, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Geoff Webster
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BOUCHEY & ASSOCIATES, INC. | CASTLE HILL CAPITAL PARTNERS, INC.
Contact Information
Main Address
216 East 45th Street, Suite 1301, New York, NY 10017Mailing Address
216 East 45th Street, Suite 1301, New York, NY 10017Phone Number
(212) 784-6104Established
New York since 09/05/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (39 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/3/2014)
(11/22/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jun 2019About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jul 2000SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Geoffrey Lehman Webster's CRS (Customer Relationship Summary).
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