Matthew Kovalcik, financial advisor Bluffton SC

Matthew Kovalcik

CRD Number: 2396151
Current Firm: Kovalcik & Geraghty Wealth Partners LLP

Matthew Kovalcik (CRD# 2396151) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has over 23 years of experience in the finance industry. Matthew Kovalcik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kovalcik & Geraghty Wealth Partners LLP Upper Arlington, OH Jan 2012 - Current 9
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Current 12
Raymond James Financial Services, Inc. Columbus, OH Dec 1998 - Dec 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew G. Kovalcik
Phone Number: 614-222-4888
Firm Website:
Registered State(s):
  • FL
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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