Ivo V. Ivanov
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ivo Vassilev Ivanov, who also goes by IVaylo Vassilev Ivanov, was a registered financial professional .
Ivo is a previously registered financial professional and started their career in finance in 2002. Ivo had worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2012 - January 15, 2026
GEOWEALTH MANAGEMENT LLC
April 22, 2006 - January 6, 2011
TD AMERITRADE, INC.
January 20, 2006 - January 6, 2011
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 12, 2003 - April 22, 2006
TD AMERITRADE CLEARING, INC.
February 15, 2002 - May 14, 2003
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
Contact information
SEC notice filing (53 States and Territories)
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.
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