Geoffrey C. Bent

GREENERBUCKS

SACRAMENTO, CA 95811

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CRD#: 6926711

Professional summary

Geoffrey Cyril Bent, who also goes by Geoff Bent, Geoffrey C Bent, is a registered financial advisor currently at GREENERBUCKS located in Sacramento, California.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Geoffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoff Bent | Geoffrey C Bent

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.

Licensed insurance agent with Pacific Life Insurance Company. Singer in a jazz band with music listed on Spotify. Modelling for Brookline marketing agency address 1800 S. Brand Blvd ste 301 Glendale CA on 12/11/2024 3 hours work. This work was not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Cyril Bent'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 3, 2023 - Present

GREENERBUCKS

Office #1: 1401 21st St Ste R, Sacramento, CA 95811

RIA

CRD#: 324622

SACRAMENTO, CA

Past

October 29, 2021 - December 13, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Beverly Hills, CA

Past

October 29, 2021 - December 13, 2022

MORGAN STANLEY

CRD#: 149777

Beverly Hills, CA

Past

October 15, 2019 - March 29, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODLAND HILLS, CA

Past

October 15, 2019 - March 29, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODLAND HILLS, CA

Past

February 1, 2019 - July 25, 2019

EDWARD JONES

RIA

CRD#: 250

BEVERLY HILLS, CA

Past

February 1, 2019 - July 25, 2019

EDWARD JONES

CRD#: 250

BEVERLY HILLS, CA

Past

September 12, 2018 - December 27, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LOS ANGELES, CA

Past

May 2, 2018 - December 27, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

LOS ANGELES, CA

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

California
(2/3/2023)

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 66

Date: 7/12/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2018

General Securities Representative Examination

Current Firm

GREENERBUCKS

CRD#: 324622 / SEC#:

California

Registered Investment Advisory firm - (2/3/2023 Approved)

Idaho

Registered Investment Advisory firm - (5/28/2025 Approved)

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Contact information

Main Address

1401 21st St Ste R, Sacramento, CA 95811

Mailing Address

Phone number

(424) 610-7184

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 184,775

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

Geoffrey C. Bent

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Cyril Bent's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EDWARD JONES

EDWARD JONES

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2018

Current Firm

GREENERBUCKS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENERBUCKS

TRUST BUT VERIFY

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