Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP (CRD# 159811) is a financial advisory firm headquartered in Upper Arlington, OH. They manage $154,059,719 in 577 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management154MILLION
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Total Number of Accounts577ACCOUNTS
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Average Account Value$267,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH, PA, SC, TX
Michael Coletta (CRD# 6388664) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC and has over 3 years of experience in the finance industry. Michael Coletta 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.
Stephen Geraghty (CRD# 2378836) is an Investment Advisor Representative working at Kovalcik & Geraghty Wealth Partners LLP in Upper Arlington, OH and has over 26 years of experience in the finance industry. Stephen Geraghty 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.
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.