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).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $753,802
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Stonegate Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Geraghty
CRD#: 4348159
2500 Regency Parkway, Cary, NC 27518

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.

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