Unclaimed Profile

Matthew Howard Geary

SWP INVESTMENT MANAGEMENT LLC·INDEPENDENCE, Ohio

Series 7, Series 63, Series 86, Series 87Clean record4 years registeredSWP INVESTMENT MANAGEMENT LLC

5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 4811721Firm CRD# 331314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Howard Geary · INDEPENDENCE, OH

Registration

CRD #4811721 · SWP INVESTMENT MANAGEMENT LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SWP INVESTMENT MANAGEMENT LLC

SWP INVESTMENT MANAGEMENT LLC

May 2024 – Mar 2026

INDEPENDENCE, OH

STRATEGIC WEALTH PARTNERS, LTD.

Aug 2022 – Mar 2026

INDEPENDENCE, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · August 5, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWP INVESTMENT MANAGEMENT LLC

CRD 331314 · SEC 801-130403

AUM

$81M

Regulatory assets under management

Employees

1 client accounts

Services offered by SWP INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at SWP INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Howard Geary offer?

Matthew Howard Geary specializes in Investment Management, Fee-Only Advisory.

What are Matthew Howard Geary's credentials?

Matthew Howard Geary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Howard Geary located?

Matthew Howard Geary is based in INDEPENDENCE, Ohio, last registered with SWP INVESTMENT MANAGEMENT LLC.

How does Matthew Howard Geary charge for services?

Matthew Howard Geary'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 SWP INVESTMENT MANAGEMENT LLC?

SWP INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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