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Thomas J. Geraghty

STONEGATE WEALTH MANAGEMENT, LLC·CARY, North Carolina
Series 66Clean record20 years registeredSTONEGATE WEALTH MANAGEMENT, LLC
2500 REGENCY PARKWAY, CARY, NC 27518CRD# 4348159Firm CRD# 121412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas J. Geraghty · CARY, NC
Registration
CRD #4348159 · STONEGATE WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

DUTCH ASSET CORPORATION
Oct 2022 – present
STONEGATE WEALTH MANAGEMENT, LLC
Sep 2005 – Oct 2022
CARY, NC
02

Registrations & Exams

FINRA examinations passed
Series 66
Registration record
First registered · September 26, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONEGATE WEALTH MANAGEMENT, LLC
CRD 121412 · SEC 801-63331
AUM
$54M
Regulatory assets under management
Employees
2
72 client accounts
Services offered by STONEGATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONEGATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Thomas J. Geraghty offer?
Thomas J. Geraghty specializes in Financial Planning, Investment Management. Contact their office in CARY, North Carolina for a consultation.
What are Thomas J. Geraghty's credentials?
Thomas J. Geraghty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas J. Geraghty located?
Thomas J. Geraghty is based in CARY, North Carolina, working with STONEGATE WEALTH MANAGEMENT, LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Thomas J. Geraghty charge for services?
Thomas J. Geraghty's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEGATE WEALTH MANAGEMENT, LLC?
STONEGATE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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