STONEGATE WEALTH MANAGEMENT, LLC

CARY, North Carolina·1 registered advisor·CRD# 121412
SEC# 801-633310919-654-6898
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STONEGATE WEALTH MANAGEMENT, LLC

1 registered advisor
Thomas J. Geraghty
CARY, North Carolina
05

Office Locations

CARY, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. STONEGATE WEALTH MANAGEMENT, LLC (CRD# 121412) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.