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Stephen Patrick Geraghty

KOVALCIK & GERAGHTY WEALTH PARTNERS LLP·UPPER ARLINGTON, Ohio
Clean recordKOVALCIK & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Stephen Patrick Geraghty is a registered financial advisor based in UPPER ARLINGTON, Ohio, affiliated with KOVALCIK & GERAGHTY WEALTH PARTNERS LLP. 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
Introduction

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03

Firm Overview

Firm
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
AUM
$237M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KOVALCIK & GERAGHTY WEALTH PARTNERS LLP →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2378836
Firm CRD# 159811
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Matthew Gerard Kovalcik
UPPER ARLINGTON, OH

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