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Thomas J. Geraghty

STONEGATE WEALTH MANAGEMENT, LLC·CARY, North Carolina
Unclaimed Profile
2500 REGENCY PARKWAY, CARY, NC 27518CRD# 4348159Firm CRD# 121412
01

About

Thomas J. Geraghty is a registered financial advisor based in CARY, North Carolina, affiliated with STONEGATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STONEGATE WEALTH MANAGEMENT, LLC
STONEGATE WEALTH MANAGEMENT, LLC
AUM
$54M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STONEGATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4348159
Firm CRD# 121412
No disclosures on file
View on FINRA BrokerCheck →

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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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Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Lance Lyle Clark — SYNOBIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCJames Richard Sotell — COMPERIO RETIREMENT CONSULTING, INC.Stephen Drew Simpson — VERATIS ADVISORS, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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