Geoffrey Douglas Liddy

Star Wealth Advisors

20 Years of Experience

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Firm Information

Star Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$5.5M

Fee Structure

Financial Planning:Investment management only

Tyler Schall is also licensed as an independent insurance agent and may earn commissions from insurance product sales. This presents a conflict of interest, but clients are not obligated to purchase insurance through him.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

Delray Beach, FL

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Regulatory History (2)

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Customer Dispute

October 2003

Settled

Regulatory

July 2000

Final

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Other Business Activities

Geoffrey is a passive managing partner at Scaled Strategies Capital LLC, which researches and develops algorithmic trading vehicles. He aided in the conceptual design, architecture, and development, but dedicates minimal time to this investment-related activity.