Michael
Geraci

Intervest International, Inc

CRD#7334039
Investment Advisor
in Norfolk, VA

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About this Advisor

Michael Geraci is a financial advisor based in Norfolk, Virginia, working with Intervest International, Inc. Michael has previously held positions at Jeff Geraci, Bcok Inc, Busybee Paperless LLC, Metta Medical LLC, Greenscene Landscaping, Alpenglow Botanicals, Kroger Loaf N Jug, Vail Resorts, Jimmy Johns, James Madison University, and Intervest International Equities Corp. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Intervest International, Inc, which operates out of Norfolk, Virginia. The firm has 14 offices and 16 employees. The firm manages assets totaling $39.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Intervest International, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Norfolk, VA

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Intervest International, Inc Brokerage Details

Total Assets Under Management

$39,933,048

VA Average: $2,349,664,866
Total Number of Employees

16

VA Average: 28
Total Number of Accounts

356

VA Average: 1,101
Average Account Size

$112,171

VA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Geraci Work History

2021 - Present (3 years)

Jeff Geraci

2021 - Present (3 years)

Intervest International Equities Corp

2018 - 2020 (2 years)

Bcok Inc

2018 - 2019 (1 year)

Busybee Paperless LLC

2018 - 2018 (< 1 year)

Metta Medical LLC

2017 - 2017 (< 1 year)

Greenscene Landscaping

2016 - 2017 (1 year)

Alpenglow Botanicals

2015 - 2016 (1 year)

Kroger Loaf N Jug

2015 - 2015 (< 1 year)

Vail Resorts

2014 - 2014 (< 1 year)

Jimmy Johns

2010 - 2014 (4 years)

James Madison University

Disclosures

Please visit the SEC profile of Michael 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 Intervest International, Inc

David Smith
Colorado Springs, CO
Sean Romero
Mcallen, TX
Timothy O'Brien
Colorado Springs, CO
Travis Moore
Summerville, SC
Michael Geraci
Norfolk, VA
Jeffrey Geraci
Colorado Springs, CO
James Washnock
Valdosta, GA
John Washnock
Valdosta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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