Melissa
Geracimos
Aurelius Family Office, LLC
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About this Advisor
Melissa Geracimos is a financial advisor based in Alexandria, Virginia, working with Aurelius Family Office, LLC. Melissa has previously worked at Lpl Financial LLC, Global Retirement Partners, LLC, Hub International Investment Services, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, Aurelius Family Office, LLC, and Campbell Wealth Management, Inc. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Melissa is currently part of Aurelius Family Office, LLC, located in Alexandria, Virginia. The firm has 5 offices and 9 employees. Aurelius Family Office, LLC manages $265.9 million in assets and serves high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. Aurelius Family Office, LLC offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aurelius Family Office, LLC Brokerage Details
$265,861,275
9
660
$402,820
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Melissa Geracimos Work History
Aurelius Family Office, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank Ssb
Global Retirement Partners, LLC
Hub International Investment Services, Inc
Campbell Wealth Management, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Melissa Geracimos 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 Aurelius Family Office, LLC
Alexandria, VA
Bedford, NH
Bedford, NH
Tullahoma, TN
Chepachet, RI
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