Ivo V. Ivanov

GEOWEALTH MANAGEMENT LLC

CHICAGO, IL 60611

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CRD#: 4470164

Professional summary

Ivo Vassilev Ivanov, who also goes by IVaylo Vassilev Ivanov, is a registered financial advisor currently at GEOWEALTH MANAGEMENT LLC located in Chicago, Illinois.

Ivo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ivo has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ivaylo Vassilev Ivanov

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 Ivo Vassilev Ivanov's CRS (Customer Relationship Summary).

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

April 25, 2012 - Present

GEOWEALTH MANAGEMENT LLC

Office #1: 444 N. Michigan Avenue Suite 3150, Chicago, IL 60611

RIA

CRD#: 148222

CHICAGO, IL

Past

April 22, 2006 - January 6, 2011

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

January 20, 2006 - January 6, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

JERSEY CITY, NJ

Past

November 12, 2003 - April 22, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

February 15, 2002 - May 14, 2003

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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".

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 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

Missouri
(4/25/2012)

IAR

Texas
(5/24/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/30/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/14/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2010

General Securities Principal Examination

Current Firm

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

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Contact information

Main Address

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611

Mailing Address

Phone number

(312) 219-9160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)

ADV PART 2A - FIRM BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	77,019
AUM (Assets Under Management)	$ 13,610,973,546

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.

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Advisor Monitoring

Firm Stability Insights

Ivo V. Ivanov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivo Vassilev Ivanov's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE CLEARING, INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

GEOWEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2002

Series 7

Date: 2/14/2002

Series 24

Date: 2/17/2010

Current Firm

GEOWEALTH MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEOWEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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