Geoffrey Winston Dann

Sheets Smith Wealth Management

4 Years of Experience

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Firm Information

Sheets Smith Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

411 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$1.2B

Advisor Information

Office location

New York, NY

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Geoffrey is a co-manager of a family real estate business, Darnet Realty Associates, LLC, dedicating minimal time. He also serves as a board member, treasurer, and member of the investment committee for the Catskill Center for Conservation and Development Inc, and is a member of the investment committee for the New York-New Jersey Trail Conference.

Employment History

Current Registrations

Sheets Smith Wealth Management

January 2024 - Present · 2 yrs

Previous Registrations

Dann Asset Advisors, LLC

April 2021 - December 2023 · 2 yrs 8 mos

State Registrations2 states

NCNY

Advisor

Exams

No exam information available for this advisor.