Angel
Sotomayor

Geneos Wealth Management, Inc

CRD#6566909
Investment Advisor
in Douglassville, PA

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About this Advisor

Angel Sotomayor is a financial advisor based in Douglassville, Pennsylvania who has 1 year of relevant experience. Sotomayor currently works for Geneos Wealth Management, Inc. Their career trajectory has included roles at Parsonex Securities, Inc, Parsonex Insurance Agency, Penske Truck Leasing, Teleflex, Inc, Parsonex Advisory Services, Inc, Air Products & Chemicals, Inc, Geneos Wealth Management Inc and The Life Financial Group Inc. Sotomayor holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Geneos Wealth Management, Inc is a business that has its headquarters in Englewood, CO. The company has offices in 114 locations and a total of 200 employees. It oversees $4 billion in assets between its 18,621 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Geneos Wealth Management, Inc performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on the type of services provided. Fees billed by Geneos Wealth Management, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

978 Ben Franklin Hwy Route 422 East
Douglassville, PA 19518

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

PA Average: $2,349,664,866
Total Number of Employees

200

PA Average: 28
Total Number of Accounts

18,621

PA Average: 1,101
Average Account Size

$219,165

PA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Angel Sotomayor Work History

Angel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Geneos Wealth Management Inc

2022 - Present (2 years)

The Life Financial Group Inc

2020 - Present (4 years)

Air Products & Chemicals, Inc

2018 - 2022 (4 years)

Parsonex Advisory Services, Inc

2016 - 2022 (6 years)

Parsonex Securities, Inc

2016 - 2022 (6 years)

Parsonex Insurance Agency

2015 - 2020 (5 years)

Penske Truck Leasing

2008 - 2015 (7 years)

Teleflex, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Angel Sotomayor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Geneos Wealth Management, Inc

Matthew Grasman
Homer Glen, IL
Robert Arthur
Roanoke, VA
Brent Donovan
La Canada Flintridge, CA
Anthony Hammer
Knoxville, TN
Thomas Wint
Sellersburg, IN
Robert Eberhardt
Littleton, CO
Joyce Mcdaniel
Englewood, CO
Michelle France
Midvale, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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