Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.

Dually RegisteredIndependentNationalRetailWealth Management

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8linked professional records

0researched profiles

5listed office cities

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A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.

All linked records 8 Researched profiles 0

Explore a listed cityFishkill, New York3 Oneonta, New York2 Selkirk, New York1 Waterford, Connecticut1 Westport, Connecticut1

8 profiles

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Cards Table

Page 1 of 1

Professional	Firm & role	Office	Focus
ET Elizabeth TatisHistorical record	Geneos Wealth Management, Inc.Advisor Assistant	FishkillNew York	Financial services
GG Gerard GruberHistorical record	Geneos Wealth Management, Inc.Advisor	WestportConnecticut	Wealth management
JM James Michael CombloHistorical record	Geneos Wealth Management, Inc.Financial professional	FishkillNew York	Financial services
JR James Raymond CarrollHistorical record	Geneos Wealth Management, Inc.Advisor	SelkirkNew York	Wealth management
JA Jeffrey Arnold ScottHistorical record	Geneos Wealth Management, Inc.Advisor	FishkillNew York	Wealth management
NN Nathaniel Neal MillerHistorical record	Geneos Wealth Management, Inc.Financial professional	OneontaNew York	Financial services
NK Neal Kulin MillerHistorical record	Geneos Wealth Management, Inc.Investment Advisor Representative	OneontaNew York	Wealth management
SJ Shane James ClarkeHistorical record	Geneos Wealth Management, Inc.Investment Advisor Representative	WaterfordConnecticut	Wealth management

Search index refreshed September 20, 2026. This is not a verification date for historical records.

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