PG
Peter J. Geier
FINANCIAL CONSULATE
GETTYSBURG, PA 17325
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CRD#: 7936116
PG
Professional summary
Peter Jacob Geier is a registered financial advisor currently at FINANCIAL CONSULATE located in Gettysburg, Pennsylvania.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peter has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Jacob Geier'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®
NoneExperience
Current
July 10, 2024 - Present
FINANCIAL CONSULATE
Office #1: 1302 Proline Place, Gettysburg, PA 17325Office #3: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031RIA
CRD#: 106898
GETTYSBURG, PA
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".
FINANCIAL CONSULATE
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
CRD#: 106898 / SEC#: 801-18829
RIA
Registered Investment Advisory firm - (4/29/1983 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
Maryland(7/10/2024)
IAR
Pennsylvania(7/10/2024)
Exams
Current Firm
FINANCIAL CONSULATE
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
CRD#: 106898 / SEC#: 801-18829
RIA
Registered Investment Advisory firm - (4/29/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 823-7283
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,597 |
| AUM (Assets Under Management) | $ 930,031,477 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 07/29/2024 | ||
| 08/09/2023 | ||
| 01/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL CONSULATE
CRD#: 106898Gettysburg, PA 17325TRUST BUT VERIFY
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