Anthony Geraci
Anthony Geraci is a registered investment advisor at Barlas O'reilly Wealth Management, LLC, based in Riverview, FL, with 17 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 337 clients with $20M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11932 Balm Riverview Rd, Riverview, FL, 33569
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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
Anthony is the owner/president of Suncoast Tax Advisory Group, a tax advisory firm, dedicating approximately full-time hours to this. He is also the managing general partner for G&E Private Capital, LLLP and president for G&E Storage Inc., spending a few hours per week and minimal time respectively.
Employment History
Current Registrations
Barlas O'reilly Wealth Management, LLC
Previous Registrations
Tag Investment Advisors, LLC
MD Investment Advisors
American Investment Services
State Registrations1 state
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.