GEOVEST ADVISORS INC
CRD #105906 SEC #801-31544 FAIRPORT, NY 585-248-5050
SEC Registered
Total AUM
$127.2M
Discretionary
$123M
Employees
6
Clients
0
Accounts
239
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, SHARON, DINARDO | I | ASSISTANT VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| ALLEN, SHARON, DINARDO | I | VICE PRESIDENT | NA | |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| BYRNE, PHILIP, MICHAEL | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| KRUG, MICHELE, RENEE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VICE PRESIDENT | NA | Control |
| KRUG, MICHELE, RENEE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KRUG, MICHELE, RENEE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KRUG, MICHELE, RENEE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KRUG, MICHELE, RENEE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PULS, CHARLES, STUART | I | VICE PRESIDENT, CLIENT SERVICES | NA | Control |
| PULS, CHARLES, STUART | I | VICE PRESIDENT, CLIENT SERVICES | NA | Control |
| PULS, CHARLES, STUART | I | VICE PRESIDENT, CLIENT SERVICES | NA | Control |
| PULS, CHARLES, STUART | I | VICE PRESIDENT, CLIENT SERVICES | NA | Control |
| SCHWINGEL, KATHLEEN, E. | I | VICE PRESIDENT, OPERATIONS MANAGER | NA | Control |
| UPSON, MATTHEW, DAVID | I | MARKETING REPRESENTATIVE | NA | |
| UPSON, MATTHEW, DAVID | I | MARKETING REPRESENTATIVE | NA | |
| UPSON, MATTHEW, DAVID | I | MARKETING REPRESENTATIVE | NA | |
| UPSON, MATTHEW, DAVID | I | MARKETING REPRESENTATIVE | NA | |
| UPSON, MATTHEW, DAVID | I | MARKETING REPRESENTATIVE | NA | |
| WAGNER, NANCY, MARIE | I | ASST. VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | ASST. VP, OPERATIONS MANAGER, COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | ASST. VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, NANCY, MARIE | I | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | E | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| REEVES, ROBERT, EDGAR | I | PRESIDENT | D | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | C | Control |
| BOSSO, PHILIP, D. | I | SHAREHOLDER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
| UPSON, DAVID, JAMES | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | Control |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (8)
CT FL MA ME NH NY PA VT
Address
245 WILLOWBROOK OFFICE PARK1451 PITTSFORD VICTOR RD
FAIRPORT, NY 14450-4221
United States
Phone: 585-248-5050