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Kerry Mcguire Geroy

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida
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720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 2021861Firm CRD# 158544
01

About

Kerry Mcguire Geroy is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NAPLES GLOBAL ADVISORS LLC
NAPLES GLOBAL ADVISORS
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at NAPLES GLOBAL ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2021861
Firm CRD# 158544
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at NAPLES GLOBAL ADVISORS LLC

Grzegorz Stefan Debski
NAPLES, FL
John Mixon Suddeth
NAPLES, FL
Michael H. Morris
NAPLES, FL
Nicole Lynn Felts
NAPLES, FL
Isaac Earl William Codrey
NAPLES, FL

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