Geoffrey M. Collette

AEON CAPITAL PARTNERS

Dallas, TX 75254

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CRD#: 5191473

Professional summary

Geoffrey Michael Collette, who also goes by Geoffrey M Collette, is a registered financial advisor currently at AEON CAPITAL PARTNERS, LLC located in Dallas, Texas.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Geoffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoffrey M Collette

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 Collette'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

February 4, 2025 - Present

AEON CAPITAL PARTNERS, LLC

Office #1: 14902 Preston Rd Suite 404-807, Dallas, TX 75254

RIA

CRD#: 308424

Dallas, TX

Past

April 28, 2020 - December 31, 2024

AEON CAPITAL PARTNERS, LLC

RIA

CRD#: 308424

DALLAS, TX

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

Texas
(2/4/2025)

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

Current Firm

AEON CAPITAL PARTNERS, LLC

CRD#: 308424 / SEC#:

Texas

Registered Investment Advisory firm - (2/4/2025 Approved)

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Contact information

Main Address

14902 Preston Rd Suite 404-807, Dallas, TX 75254

Mailing Address

Phone number

(972) 755-9230

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 2,891,682

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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Geoffrey M. Collette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Michael Collette's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEON CAPITAL PARTNERS, LLC

AEON CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

AEON CAPITAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AEON CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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