Geoffrey A. Wells

BPC ADVISORS LLC

East Syracuse, NY 13057

Some features on this profile are disabled

CRD#: 5900204

Professional summary

Geoffrey Alan Wells II, CFP® is a registered financial advisor currently at BPC ADVISORS LLC located in East Syracuse, New York.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Geoffrey has worked at 2 firms and has passed the Series 65 exam.

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 Alan Wells II'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 13, 2021 - Present

BPC ADVISORS LLC

Office #1: 6390 Fly Road Suite 1, East Syracuse, NY 13057

RIA

CRD#: 284429

East Syracuse, NY

Past

July 29, 2011 - December 31, 2011

POPULACE FINANCIAL

RIA

CRD#: 157018

HEWITT, TX

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".

BPC ADVISORS LLC

CRD#: 284429 / SEC#: 801-116828

RIA

Registered Investment Advisory firm - (6/20/2019 Approved)

New York

Registered Investment Advisory firm - (6/22/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(5/13/2021)

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 65

Date: 1/14/2011

Uniform Investment Adviser Law Examination

Current Firm

BPC ADVISORS LLC

CRD#: 284429 / SEC#: 801-116828

RIA

Registered Investment Advisory firm - (6/20/2019 Approved)

New York

Registered Investment Advisory firm - (6/22/2020 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6390 Fly Road 2nd Floor, East Syracuse, NY 13057

Mailing Address

Phone number

(315) 430-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BPC PART 2A BROCHURE AND PRIVACY POLICY (3/21/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 149,551,026

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.

Similar Advisors

Roman Auerbach

EQUITABLE ADVISORS, LLC

Syracuse, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Geoffrey A. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Alan Wells II's CRS (Customer Relationship Summary).

Certified licenses

Experience

BPC ADVISORS LLC

POPULACE FINANCIAL

Primary Firm SEC Registration

BPC ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2011

Current Firm

BPC ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BPC ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors