# Geoffry H. Oshman, CFP

Geoffry H. Oshman, CFP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 114278
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-11T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114278

## About

GEOFFRY H. OSHMAN, CFP is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Wealth Management

## People

- Geoffry H. Oshman — CFP

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- [Perry D. Reed & Company, P.C.](https://altss.com/profile/perry-d-reed-and-company-pc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/geoffry-h-oshman-cfp

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