Robert Dario Gee
Investment adviser representative at Geowealth Management LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$17.6BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Geowealth Management LLCFeb 2025 to now
- GeowealthSep 2024 to now
- Freedom AdvisorsSep 2019 to Aug 2024
- Ss&c AlpsJan 2017 to Sep 2019
- Curian Capital, LLCMar 2015 to Dec 2016
- Curian Clearing LLCSep 2013 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Geowealth Management LLC
$17.6BAssets managed
51,018Clients
19Advisers
16 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
- 6157332
- Firm CRD
- 148222