Geoffrey Dann
Sheets Smith Wealth Management · Staatsburg, New York
Geoffrey Dann is a fee-only financial advisor at Sheets Smith Wealth Management in Staatsburg, New York. Sheets Smith Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sheets Smith Wealth Management |
|---|---|
| Based in | Staatsburg, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.37B across 1,070 accounts |
| SEC registration | Investment adviser representative in NC, NY · CRD 1756273 |
| Exams passed | Series 65 (2011) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.sheetssmith.com |
How Geoffrey's firm compares
- Sheets Smith Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,070 accounts).
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Questions about Geoffrey
Is Geoffrey Dann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Sheets Smith Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, Sheets Smith Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Geoffrey Dann based?
Geoffrey Dann is based in Staatsburg, New York.
Is Geoffrey Dann registered with the SEC?
Yes. Geoffrey Dann is registered as an investment adviser representative in NC and NY (CRD 1756273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sheets Smith Wealth Management manage?
Sheets Smith Wealth Management reports $1.37B across 1,070 accounts in assets under management.
How do I contact Geoffrey Dann?
Through Geoffrey's website, www.sheetssmith.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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