Trevor Sarif-killea

GEOMETRIC WEALTH ADVISORS

New York, NY

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CRD#: 7509340

Professional summary

Trevor Sarif-killea, who also goes by Trevor Brandt-sarif, is a registered financial advisor currently at GEOMETRIC WEALTH ADVISORS, LLC located in New York, New York.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Trevor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor Brandt-Sarif

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 Trevor Sarif-killea'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®

None

Experience

Current

April 11, 2022 - Present

GEOMETRIC WEALTH ADVISORS, LLC

RIA

CRD#: 171670

New York, NY

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".

GEOMETRIC WEALTH ADVISORS, LLC

GEOMETRIC WEALTH ADVISORS, LLC | GEOMETRIC WEALTH, LLC

CRD#: 171670 / SEC#: 801-112016

RIA

Registered Investment Advisory firm - (11/8/2017 Approved)

California

Registered Investment Advisory firm - (12/9/2017 Terminated)

District of Columbia

Registered Investment Advisory firm - (11/9/2017 Terminated)

Illinois

Registered Investment Advisory firm - (11/8/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/9/2017 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
(4/11/2022)

IAR

Texas
(4/11/2022)

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: 4/11/2022

Uniform Investment Adviser Law Examination

Current Firm

GEOMETRIC WEALTH ADVISORS, LLC

GEOMETRIC WEALTH ADVISORS, LLC | GEOMETRIC WEALTH, LLC

CRD#: 171670 / SEC#: 801-112016

RIA

Registered Investment Advisory firm - (11/8/2017 Approved)

California

Registered Investment Advisory firm - (12/9/2017 Terminated)

District of Columbia

Registered Investment Advisory firm - (11/9/2017 Terminated)

Illinois

Registered Investment Advisory firm - (11/8/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/9/2017 Terminated)

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Contact information

Main Address

Washington, DC

Mailing Address

1717 K Street Nw Unit 900, Washington, DC 20006

Phone number

(973) 525-4901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 (8/8/2025)

Regulatory assets under management

Total Number of Accounts	1,854
AUM (Assets Under Management)	$ 971,577,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/14/2025	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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Trevor Sarif-killea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Sarif-killea's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEOMETRIC WEALTH ADVISORS, LLC

Primary Firm SEC Registration

GEOMETRIC WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2022

Current Firm

GEOMETRIC WEALTH ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GEOMETRIC WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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