Salvatore
Geraci
Hhm Wealth Advisors, LLC
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About this Advisor
Salvatore Geraci is a certified financial planner who works in Chattanooga, Tennessee with 14 years of relevant experience. Geraci is an employee of Hhm Wealth Advisors, LLC. Geraci has gained experience at Cambridge Investment Research, Inc and Hhm Wealth Advisors, LLC. Geraci holds a Series 63 license, which qualifies them as a securities broker, and is registered to operate in Tennessee. Hhm Wealth Advisors, LLC is a registered investment company headquartered in Chattanooga, TN. It administers $918 million in assets across its 2,615 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 2,615 client accounts, 28% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules typically depend on the type of financial services provided. However, fee types charged by Hhm Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hhm Wealth Advisors, LLC Brokerage Details
$918,307,608
16
2,615
$351,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Salvatore Geraci Work History
Salvatore has been registered as a financial advisor for 14 years.*
Cambridge Investment Research, Inc
Hhm Wealth Advisors, 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 Salvatore Geraci 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 Hhm Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
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.
