Geoffrey Frederick Forcino
Investment adviser representative at Kathmere Capital Management, LLC
19 yearsExperience
1 stateRegistered in
$3.5BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Kathmere Capital Management, LLCSep 2019 to now
- Purshe Kaplan Sterling InvestmentsOct 2019 to Mar 2024
- Private Advisor Group, LLCMay 2012 to Sep 2019
- LPL Financial LLCMay 2007 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4859232
- Firm CRD
- 305118