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GW

Geoffrey M. Weitzel

FIRVA CAPITAL MANAGEMENT
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 4321708
GW

Professional summary

Geoffrey Michael Weitzel is a registered financial advisor currently at FIRVA CAPITAL MANAGEMENT LLC located in Tampa, Florida.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Geoffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Geoffrey Michael Weitzel'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

June 7, 2012 - Present

FIRVA CAPITAL MANAGEMENT LLC

Office #1: 3000 Bayport Drive Suite 585, Tampa, FL 33607
RIA
CRD#: 147143
TAMPA, FL
Past

February 3, 2014 - December 17, 2014

SINCLAIR & COMPANY, LLC

BD
CRD#: 133754
DARIEN, CT
Past

November 19, 2010 - February 8, 2012

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
TAMPA, FL
Past

May 10, 2010 - October 14, 2010

LPE SECURITIES, LLC

BD
CRD#: 117851
TAMPA, FL
Past

May 1, 2001 - June 11, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 1, 2001 - June 11, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
Florida
(6/7/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/6/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/28/2011
Municipal Securities Principal Examination

Current Firm

FC
FIRVA CAPITAL MANAGEMENT LLC
FIRVA CAPITAL MANAGEMENT LLC | FORGE ABS, LLC

CRD#: 147143 / SEC#:

Florida
Registered Investment Advisory firm - (4/17/2009 Approved)
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Contact information

Main Address
3000 Bayport Drive Suite 585, Tampa, FL 33607
Mailing Address
Phone number
(813) 676-7177
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

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

FIRVA CAPITAL MANAGEMENT LLC

CRD#: 147143Tampa, FL 33607

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