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Daniel Adam Stuckey

Investment adviser representative at Geometric Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.3BFirm assets
8 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Geometric Wealth Advisors, LLCJun 2025 to now
  2. Not ApplicableNov 2024 to May 2025
  3. Relay Graduate School of EducationJul 2017 to Oct 2024
  4. Achievement FirstApr 2016 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Geometric Wealth Advisors, LLC

$1.3BAssets managed
256Clients
9Advisers
8 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
8109265
Firm CRD
171670
Advisor's SEC record (opens in a new tab)
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