Kenneth Thomas Geraghty

CRD 5798393 · Strategic Advisers LLC · Atlanta, GA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (23): Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Idaho · Illinois · Maryland · Mississippi · New Jersey · New York · North Carolina · Ohio · Oklahoma · South Carolina · Tennessee · Texas · Vermont · Virginia
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Atlanta, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Atlanta, GA · BD capacity

Apr 26, 2019 → present
Fidelity Personal And Workplace Advisors
IA capacity

May 2, 2019 → Mar 31, 2025
Usaa Investment Management Company
IA capacity

Jan 8, 2018 → Apr 24, 2019
Usaa Financial Advisors, Inc.
BD capacity

Aug 27, 2015 → Apr 22, 2019
Usaa Financial Planning Services
IA capacity

Sep 11, 2015 → Jan 8, 2018
Eagle Strategies LLC
IA capacity

Jun 28, 2013 → Aug 14, 2015
Nylife Securities LLC
BD capacity

Jun 17, 2010 → Aug 12, 2015

Source & corrections

Where this page comes from

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