Kenneth
Geraghty

Fidelity Personal And Workplace Advisors

CRD#5798393
Investment Advisor
in Atlanta, GA

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About this Advisor

Kenneth Geraghty is a certified financial planner who works in Atlanta, Georgia with 4 years of industry experience. Geraghty is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at New York Life Insurance, Nylife Securities LLC, Eagle Strategies LLC, Generations Financial LLC, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Usaa Investment Management Company and Fidelity Brokerage Services LLC. Geraghty has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Georgia and Texas. Fidelity Personal And Workplace Advisors is a firm based in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management between its 1,712,247 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually are based on which service is offered. However, fees billed by Fidelity Personal And Workplace Advisors can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3242 Peachtree Road Suite 100
Atlanta, GA 30305

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

GA Average: $16,012,751,954
Total Number of Employees

13,507

GA Average: 118
Total Number of Accounts

1,712,247

GA Average: 4,567
Average Account Size

$381,106

GA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kenneth Geraghty Work History

Kenneth has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Usaa Investment Management Company

2015 - 2019 (4 years)

Usaa Financial Planning Services

2015 - 2019 (4 years)

Usaa Financial Advisors, Inc

2014 - 2015 (1 year)

Generations Financial LLC

2013 - 2015 (2 years)

Eagle Strategies LLC

2010 - 2015 (5 years)

New York Life Insurance

2010 - 2015 (5 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Geraghty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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