Paul B. Geiger

WINDSOR ADVISORY GROUP

Columbus, OH 43228

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CRD#: 6430473

Professional summary

Paul Barclay Geiger, CFP®, who also goes by Paul Geiger, is a registered financial advisor currently at WINDSOR ADVISORY GROUP, LLC located in Columbus, Ohio.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Paul has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Geiger

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 Paul Barclay Geiger'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

Experience

Current

July 22, 2025 - Present

WINDSOR ADVISORY GROUP, LLC

Office #1: 2130 Quarry Trails Dr 1st Floor, Columbus, OH 43228

RIA

CRD#: 122266

Columbus, OH

Past

May 10, 2021 - July 15, 2025

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

July 30, 2019 - May 10, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA

CRD#: 105794

DUBLIN, OH

Past

August 21, 2018 - August 31, 2021

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

Past

May 31, 2018 - August 3, 2018

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Hebron, KY

Past

March 18, 2016 - August 15, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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".

WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC | WINDSOR INVESTMENT ADVISERS, LLC

CRD#: 122266 / SEC#: 801-61372

RIA

Registered Investment Advisory firm - (8/8/2002 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

Ohio
(7/22/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/31/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2016

General Securities Representative Examination

Current Firm

WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC | WINDSOR INVESTMENT ADVISERS, LLC

CRD#: 122266 / SEC#: 801-61372

RIA

Registered Investment Advisory firm - (8/8/2002 Approved)

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Contact information

Main Address

2130 Quarry Trails Dr 1st Floor, Columbus, OH 43228

Mailing Address

Phone number

(614) 545-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WINDSOR ADVISORY ADV PART 2A AA 3.27.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,558
AUM (Assets Under Management)	$ 2,582,151,903

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/18/2022	Cover Page	Report

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

Paul B. Geiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Barclay Geiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER ADVISORY SERVICES, INC.

MEEDER ASSET MANAGEMENT, INC.

MEEDER DISTRIBUTION SERVICES, INC.

ORION PORTFOLIO SOLUTIONS, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WINDSOR ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2018

Series 63

Date: 3/25/2016

Series 7TO

Date: 3/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 3/18/2016

Current Firm

WINDSOR ADVISORY GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WINDSOR ADVISORY GROUP, LLC

TRUST BUT VERIFY

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