Unclaimed Profile

Stephen Patrick Geraghty

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP·UPPER ARLINGTON, Ohio

Series 7, Series 9, Series 10, Series 63CFPClean record26 years registeredKOVALCIK & GERAGHTY WEALTH PARTNERS LLP

2074 ARLINGTON AVENUE, UPPER ARLINGTON, OH 43221CRD# 2378836Firm CRD# 159811

Profile Verification

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

Identity

Stephen Patrick Geraghty · UPPER ARLINGTON, OH

Registration

CRD #2378836 · KOVALCIK & GERAGHTY WEALTH PARTNERS LLP · 26 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

RAYMOND JAMES FINANCIAL SERVICES

Feb 2005 – Jan 2009

UPPER ARLINGTON, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2000 – Feb 2005

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · January 1, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

View all advisors at KOVALCIK & GERAGHTY WEALTH PARTNERS LLP →

Introduction

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Frequently Asked Questions

What services does Stephen Patrick Geraghty offer?

Stephen Patrick Geraghty specializes in Financial Planning, Investment Management. Contact their office in UPPER ARLINGTON, Ohio for a consultation.

What are Stephen Patrick Geraghty's credentials?

Stephen Patrick Geraghty holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Patrick Geraghty located?

Stephen Patrick Geraghty 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 Stephen Patrick Geraghty charge for services?

Stephen Patrick 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 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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