Unclaimed Profile

Kerry Mcguire Geroy

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida

Series 65Clean record10 years registeredNAPLES GLOBAL ADVISORS LLC

720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 2021861Firm CRD# 158544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kerry Mcguire Geroy · NAPLES, FL

Registration

CRD #2021861 · NAPLES GLOBAL ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

NAPLES GLOBAL ADVISORS

Jan 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 7, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPLES GLOBAL ADVISORS LLC

CRD 158544 · SEC 801-72600

AUM

$1.5B

Regulatory assets under management

Employees

1,554 client accounts

Services offered by NAPLES GLOBAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NAPLES GLOBAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kerry Mcguire Geroy offer?

Kerry Mcguire Geroy specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Kerry Mcguire Geroy's credentials?

Kerry Mcguire Geroy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerry Mcguire Geroy located?

Kerry Mcguire Geroy is based in NAPLES, Florida, working with NAPLES GLOBAL ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Kerry Mcguire Geroy charge for services?

Kerry Mcguire Geroy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAPLES GLOBAL ADVISORS LLC?

NAPLES GLOBAL ADVISORS LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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