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Thomas P Geraci

PURTILL FINANCIAL LLC·HIGHLAND HEIGHTS, Ohio
Series 65Clean record18 years registeredPURTILL FINANCIAL LLC
22 ALPHA PARK, HIGHLAND HEIGHTS, OH 44143-2208CRD# 5496686Firm CRD# 133764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas P Geraci · HIGHLAND HEIGHTS, OH
Registration
CRD #5496686 · PURTILL FINANCIAL LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PURTILL FINANCIAL LLC
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 13, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PURTILL FINANCIAL LLC
CRD 133764 · SEC 801-111854
AUM
$166M
Regulatory assets under management
Employees
4
590 client accounts
Services offered by PURTILL FINANCIAL 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 PURTILL FINANCIAL LLC →
Introduction

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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 at PURTILL FINANCIAL LLC

Michael Donald Purtill
HIGHLAND HEIGHTS, OH
Carly Ann Purtill
HIGHLAND HEIGHTS, OH
Donald Lee Purtill
HIGHLAND HEIGHTS, OH

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Research
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