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Thomas P Geraci

PURTILL FINANCIAL LLC·HIGHLAND HEIGHTS, Ohio
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22 ALPHA PARK, HIGHLAND HEIGHTS, OH 44143-2208CRD# 5496686Firm CRD# 133764
01

About

Thomas P Geraci is a registered financial advisor based in HIGHLAND HEIGHTS, Ohio, affiliated with PURTILL FINANCIAL 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
PURTILL FINANCIAL LLC
PURTILL FINANCIAL LLC
AUM
$166M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PURTILL FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SPECIAL PROJECTS FOR HOURLY FEE
Regulatory
SEC/IARD CRD# 5496686
Firm CRD# 133764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas P Geraci offer?
Thomas P Geraci specializes in Financial Planning, Investment Management. Contact their office in HIGHLAND HEIGHTS, Ohio for a consultation.
What are Thomas P Geraci's credentials?
Thomas P Geraci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas P Geraci located?
Thomas P Geraci is based in HIGHLAND HEIGHTS, Ohio, working with PURTILL FINANCIAL LLC. Their office serves clients in the HIGHLAND HEIGHTS metropolitan area and surrounding communities.
How does Thomas P Geraci charge for services?
Thomas P Geraci's firm is compensated through percentage of aum, subscription fees, other: special projects for hourly fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURTILL FINANCIAL LLC?
PURTILL FINANCIAL LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HIGHLAND HEIGHTS
Donald Lee Purtill — PURTILL FINANCIAL LLCMichael Donald Purtill — PURTILL FINANCIAL LLCCarly Ann Purtill — PURTILL FINANCIAL LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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