Stonegate Wealth Management, LLC
Stonegate Wealth Management, LLC (CRD# 121412) is a financial advisory firm headquartered in Cary, NC. They manage $54,273,777 in 72 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$753,802
- 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
Thomas Geraghty (CRD# 4348159) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Cary, NC and has over 22 years of experience in the finance industry. Thomas 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.