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Greyson W. Geiler
ANDORRA CAPITAL
Scottsdale, AZ 85258
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CRD#: 2630955
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Professional summary
Greyson Whitney Geiler, who also goes by Greyson Geiler, is a registered financial advisor currently at ANDORRA CAPITAL located in Scottsdale, Arizona and ALPHASTAR CAPITAL MANAGEMENT located in Scottsdale, Arizona.
Greyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Greyson has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greyson Geiler
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.
SES Services, LLC (DBA Secure Estate Solutions) - Insurance Agency. 8655 East Via De Ventura, Suite F-127, Scottsdale AZ 85258. Agent. Yes, investment related. 2012. SES Services also has a referral agreement with Monetary Metals for referring clients to their precious metals leasing programs. SES Services is affiliated with Andorra Capital. Insurance is offered in conjunction with financial planning services. Andorra Capital -- Investment related - Yes. 706N 129th. Street, Suite 115 Omaha, NE 68154. Owner. 2003. 20 hours/monthly. Managing a Reg-D hedge fund that invests in gold and silver leases and bonds. Senior Tax Network - Investment related. 8655 E Via De Ventura, Ste F127, Scottsdale AZ 85258. Tax advisory and preparation services. Owner. 2011. 5 hours/monthly. Advising clients on basic tax efficiency strategies and being a liaison to CPAs for clients. DG Holdings, LLC. -- Investment related - No. 6723 South 116th Street Omaha, NE 68137. Long term residential home retail. Owner. 11/2001. 1 hour monthly. Passive ownership occasionally communication with hired manager. GWG Ventures, LLC -- Investment related - No. 11814 N 95th St. Scottsdale AZ 85260. Holding Company. Owner. 02/2015. 4hours monthly. Managing OBA business accounting and taxes. ARGO Vacations -- Investment related - No. 11814 N 95th St. Scottsdale AZ 85260. Marketing for short term vacation rentals. Owner. 02/2020. 1 hour/monthly. Wife manages the business I strategize with her.
CRS (Client Relationship Summary) - RIA
Click below to view Greyson Whitney Geiler'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®
NoneExperience
Current
March 5, 2010 - Present
ANDORRA CAPITAL
Office #1: C/o Secure Estate Solutions 8655 E. Via De Ventura, G175, Scottsdale, AZ 85258RIA
CRD#: 127045
Scottsdale, AZ
Current
January 14, 2025 - Present
ALPHASTAR CAPITAL MANAGEMENT
Office #1: 8655 E Via De Ventura Suite E-130, Scottsdale, AZ 85258RIA
CRD#: 157423
Scottsdale, AZ
Past
October 21, 2024 - November 25, 2024
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
CORNELIUS, NC
Past
February 11, 2009 - March 16, 2009
BRIGHT TRADING, LLC
BD
CRD#: 34702
HENDERSON, NV
Past
July 3, 2003 - March 23, 2009
ANDORRA CAPITAL
RIA
CRD#: 127045
LINCLON, NE
Past
July 28, 1998 - December 31, 1998
ROSENTHAL COLLINS SECURITIES, L.L.C
BD
CRD#: 41915
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)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
Arizona(8/6/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 | ||
| 01/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
