Lindsey
Repp
Geowealth Management LLC
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About this Advisor
Lindsey Repp is a financial advisor based in Chicago, Illinois, working with Geowealth Management LLC. Lindsey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Brown University, Bank Of America Merrill Lynch, Design Catalyst, Rebecca Minkoff, Scarsdale High School, Interactive Brokers Group, Bofa Securities, Inc, Stash Financial LLC, Stash Capital LLC, Hg Vora Capital Management, and Geowealth Management LLC. Lindsey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Lindsey is part of Geowealth Management LLC, which operates out of Chicago, Illinois. The firm has 60 employees and manages assets totaling $12.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Geowealth Management LLC includes asset-based and fixed fees.
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Geowealth Management LLC Brokerage Details
$12,333,268,007
60
74,593
$165,341
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lindsey Repp Work History
Geowealth Management LLC
Stash Financial LLC
Stash Capital LLC
Bofa Securities, Inc
Hg Vora Capital Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Brown University
Brown University
Bank Of America Merrill Lynch
Design Catalyst
Bank Of America Merrill Lynch
Rebecca Minkoff
Interactive Brokers Group
Brown University
Scarsdale High School
Disclosures
Please visit the SEC profile of Lindsey Repp 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 Geowealth Management LLC
Chicago, IL
Chicago, IL
Denver, CO
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Boulder, CO
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Chicago, IL
Chicago, IL
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