Patrick Geary
Patrick Geary is a registered investment advisor at Alliant Retirement Consulting, based in Erie, PA, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3910 Caughey Rd Suite 220, Erie, PA, 16506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an investment advisor representative (IAR) for Cornerstone Wealth Advisory & Insurance Services, LLC, where he spends nearly full-time. He also owns a Farmers Property & Casualty Agency, dedicating about 10-20% of his time to running the property casualty business.
Employment History
Current Registrations
Alliant Retirement Consulting
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Hackett Associates, INC.Broker
The Variable Annuity Marketing CompanyBroker
American General Financial Advisors, INC.Broker
Nationwide Investment Services CorporationBroker
Hackett Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.