Yiorgos
Georgeson

Brave Family Advisors

CRD#6867268
Investment Advisor
in Summit, NJ

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About this Advisor

Yiorgos Georgeson is a financial advisor operating out of Summit, New Jersey with 5 years of industry experience. Georgeson currently works for Brave Family Advisors. Over the course of their career, they have held roles at Brave Asset Management, Inc, None, Hall Capital Partners LLC, Strategic Investment Group and University Of Virginia. Georgeson has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in New Jersey. Brave Family Advisors is a company based in Summit, NJ. The firm has a total of seven advisors. It manages $439 million in assets under management between its 726 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 726 accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a few services, including portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management are based on which service is provided. Fees charged by Brave Family Advisors likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Others

Office Location

47 Summit Avenue
Summit, NJ 07901

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Brave Family Advisors Brokerage Details

Total Assets Under Management

$439,349,725

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

726

NJ Average: 6,978
Average Account Size

$605,165

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Yiorgos Georgeson Work History

Yiorgos has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Brave Asset Management, Inc

2017 - 2017 (< 1 year)

None

2016 - 2017 (1 year)

Hall Capital Partners LLC

2015 - 2015 (< 1 year)

Strategic Investment Group

2011 - 2015 (4 years)

University Of Virginia

*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 Yiorgos Georgeson 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 Brave Family Advisors

William Swart
Summit, NJ
James Haire
Summit, NJ
Yiorgos Georgeson
Summit, NJ
Scott Morrison
Providence, RI
Peter Van Alstyne
Summit, NJ
David Bunting
Summit, NJ
Thomas Haire
Summit, NJ

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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