Unclaimed Profile

Matthew Gerard Kovalcik

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP·UPPER ARLINGTON, Ohio

Series 6, Series 7, Series 24, Series 63CFP25 years registeredKOVALCIK & GERAGHTY WEALTH PARTNERS LLP

2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221CRD# 2396151Firm CRD# 159811

Profile Verification

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

Identity

Matthew Gerard Kovalcik · UPPER ARLINGTON, OH

Registration

CRD #2396151 · KOVALCIK & GERAGHTY WEALTH PARTNERS LLP · 25 years registered

Brand Profile

Not yet started

Career History

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Jan 2022 – present

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Jan 2012 – Dec 2021

UPPER ARLINGTON, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jan 2012

UPPER ARLINGTON, OH

M.G. KOVALCIK, LLC

Apr 2004 – Dec 2004

COLUMBUS, OH

RAYMOND JAMES FINANCIAL SERVICES

Mar 2001 – Jan 2009

UPPER ARLINGTON, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 26, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2007Customer Dispute·Denied

2002Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

CRD 159811 · SEC 801-72943

AUM

$237M

Regulatory assets under management

Employees

663 client accounts

Services offered by KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Matthew Gerard Kovalcik offer?

Matthew Gerard Kovalcik specializes in Financial Planning, Investment Management. Contact their office in UPPER ARLINGTON, Ohio for a consultation.

What are Matthew Gerard Kovalcik's credentials?

Matthew Gerard Kovalcik holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Gerard Kovalcik located?

Matthew Gerard Kovalcik is based in UPPER ARLINGTON, Ohio, working with KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. Their office serves clients in the UPPER ARLINGTON metropolitan area and surrounding communities.

How does Matthew Gerard Kovalcik charge for services?

Matthew Gerard Kovalcik'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 KOVALCIK & GERAGHTY WEALTH PARTNERS LLP?

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP has approximately 4 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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