Michael Geraci (CRD# 7334039) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intervest International Equities Corp | Colorado Springs, CO | Sep 2021 - Current | 2 |
| Jeff Geraci | Colorado Springs, CO | Jan 2021 - Current | 3 |
| Unemployed | Berkeley, CA | Jul 2020 - Jan 2021 | < 1 |
| Bcok Inc. | San Francisco, CA | May 2018 - Jul 2020 | 2 |
| Busybee Paperless LLC | San Francisco, CA | Jun 2018 - Nov 2019 | 1 |
| Metta Medical LLC | San Francisco, CA | Feb 2018 - May 2018 | < 1 |
| Unemployed | Breckenridge, CO | Sep 2017 - Feb 2018 | < 1 |
| Greenscene Landscaping | Breckenridge, CO | Jun 2017 - Sep 2017 | < 1 |
| Alpenglow Botanicals | Breckenridge, CO | Mar 2016 - Jun 2017 | 1 |
| Kroger Loaf N Jug | Breckenridge, CO | Jun 2015 - Feb 2016 | < 1 |
| Vail Resorts | Breckenridge, CO | Jan 2015 - Apr 2015 | < 1 |
| Jimmy Johns | Virginia Beach, VA | Sep 2014 - Dec 2014 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
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Total Assets Under Management40MILLIONS
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Total Number of Accounts356ACCOUNTS
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Average Account Value$112,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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