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CG

Caleb M. Geitz

CHESTNUT PARTNERS
Boston, MA 02111
Some features on this profile are disabled
CRD#: 7579896
CG

Professional summary

Caleb M Geitz is a registered financial professional currently at CHESTNUT PARTNERS, INC. located in Boston, Massachusetts.

Caleb is registered as a RR (Registered Representative) and started their career in finance in 2022. Caleb has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Caleb M Geitz'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

June 24, 2022 - Present

CHESTNUT PARTNERS, INC.

Office #1: One Financial Center 24th Floor, Boston, MA 02111Office #2: One Financial Center 28th Floor, Boston, MA 02111
BD
CRD#: 38387
Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/29/2022)
RR
Connecticut
(7/29/2022)
RR
District of Columbia
(6/24/2022)
RR
Florida
(6/24/2022)
RR
Georgia
(7/29/2022)
RR
Maryland
(6/24/2022)
RR
Massachusetts
(7/29/2022)
RR
Michigan
(7/29/2022)
RR
New Jersey
(7/29/2022)
RR
New York
(7/29/2022)
RR
Virginia
(7/29/2022)
RR
Washington
(7/29/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 7/29/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/21/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/24/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/26/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CHESTNUT PARTNERS, INC.
CHESTNUT PARTNERS SECURITIES, INC. | CHESTNUT SECURITIES, INC. | CHESTNUT PARTNERS, INC.

CRD#: 38387 / SEC#: , 8-48226

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Financial Center 28th Floor, Boston, MA 02111
Mailing Address
One Financial Center 24th Floor, Boston, MA 02111
Phone number
(617) 832-8600
Established
Delaware since 01/11/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VOLWILER, ADAM STORAYCO-MANAGING PARTNER, ASSISTANT SECRETARY5700970
HOLMAN, ALBERT AMOS IIIPRESIDENT, CO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER2125973

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.

Company Information

CHESTNUT PARTNERS, INC.

CRD#: 38387Boston, MA 02111

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