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Pamela S. Nevil

GEOWEALTH MANAGEMENT
Queen Creek, AZ
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CRD#: 874180
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Pamela Sue NevilGEOWEALTH MANAGEMENT

Professional summary


Pamela Sue Nevil, who also goes by Pamela S Omeara, Pamela Sue Omeara, Pamela S Stewart, Pamela Sue Stewart, is a registered financial advisor currently at GEOWEALTH MANAGEMENT LLC located in Queen Creek, Arizona.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Pamela has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Pamela S Omeara | Pamela Sue Omeara | Pamela S Stewart | Pamela Sue Stewart

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 Pamela Sue Nevil'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

October 23, 2025 - Present

GEOWEALTH MANAGEMENT LLC

RIA
CRD#: 148222
Queen Creek, AZ
Past

July 24, 2024 - July 31, 2025

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
Queen Creek, AZ
Past

March 26, 2015 - April 10, 2024

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
Queen Creek, AZ
Past

October 4, 2001 - November 5, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

August 30, 2000 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

January 1, 1999 - May 11, 2009

FISHER INVESTMENTS

RIA
CRD#: 107342
CASTLE ROCK, CO
Past

August 6, 1982 - September 15, 1998

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

November 26, 1979 - August 17, 1982

FOSTER & MARSHALL INC.

BD
CRD#: 321

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".
GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 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
Arizona
(10/23/2025)
IAR
Illinois
(12/1/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/26/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 Approved)
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Contact information


Main Address
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611
Mailing Address
Phone number
(312) 219-9160
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)

Regulatory assets under management


Total Number of Accounts77,019
AUM (Assets Under Management)$ 13,610,973,546

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


GEOWEALTH MANAGEMENT LLC

CRD#: 148222Queen Creek, AZ

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