Andrew S. Geyer
Professional summary
Andrew Steven Geyer, who also goes by Andrew S. Geyer, Drew S. Geyer, Drew Steven Geyer, is a registered financial advisor currently at OPTIMUMSQUARE, LLC located in Newport Beach, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Steven Geyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2017 - Present
OPTIMUMSQUARE, LLC
Office #1: 9 Robon Ct, Newport Beach, CA 90808August 5, 2008 - December 31, 2009
ICON WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2017)
(2/28/2019)
Current Firm
OPTIMUMSQUARE, LLC
CRD#: 285159 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 4,627,076 |
Red Flags
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