Geoffrey Wells has been Principal/Chief Compliance Officer of BPC Advisors since January 2022, is a control person of the firm and directly owns between 25% and 50% of it.
BPC Advisors LLC is an East Syracuse, NY firm with $158M under management, 126 clients and 2 advisers in one office, as of its March 2026 filing.
Geoff Wells is part of the advisory team at BPC Advisors in Syracuse, NY. He started his career in the aerospace industry as a Blackhawk/Seahawk flight test engineer and later moved into a corporate finance role. In 2012 he moved back to the Syracuse area to pursue a career as an advisor.
Geoffrey Wells’ longest registration is the current one, 5 years at BPC Advisors since 2021. Before joining BPC Advisors in 2021, Geoffrey Wells was registered through Populace Financial.
- BPC Advisors LLCCurrent– present · 5 yearsEast Syracuse, NY · Adviser representative · Firm CRD 284429
- Populace Financial– · under a yearHewitt, TX · Adviser representative · Firm CRD 157018
Professional designations
Listed by BPC Advisors
- CFP®
Investment adviser representative registrations
Geoffrey Wells is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 13 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Geoffrey Alan Wells
- CRD
- 5900204
- Firm
- BPC Advisors · CRD 284429
- Role
- Principal/Chief Compliance Officer
- Office
- 6390 Fly Road, 2nd Floor, East Syracuse, NY 13057
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bpcadvisors.com
Where does Geoffrey Wells work?
Geoffrey Wells has been Principal/Chief Compliance Officer of BPC Advisors LLC since January 2022, and is a control person of the firm.
Is Geoffrey Wells a financial advisor?
Yes. Geoffrey Wells has a current investment-adviser registration in New York, through BPC Advisors since May 2021.
How many years of experience does Geoffrey Wells have?
Geoffrey Wells has 5 years in the financial industry, since December 2020, across 2 adviser firms.
What exams has Geoffrey Wells passed?
Geoffrey Wells passed the Series 65 in January 2011.
Where did Geoffrey Wells work before BPC Advisors?
Before BPC Advisors, Geoffrey Wells was registered through Populace Financial, July 2011 to December 2011.
Where is Geoffrey Wells based?
Geoffrey Wells’ registered office is in East Syracuse, NY.
Is Geoffrey Wells registered with FINRA?
No. Geoffrey Wells has no current broker registration.
Is Geoffrey Wells a CFP?
BPC Advisors lists Geoffrey Wells with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Geoffrey Wells’ record?
Search CRD 5900204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Wells’ full registration record.
