Kerry M. Geroy
Professional summary
Kerry Mcguire Geroy, who also goes by Kerry M Geroy, Kerry Geroy, Sarah K Geroy, Sarah M Geroy, Sarah Mcguire Geroy, Sarah Geroy, Kerry Mcguire, Sarah K Mcguire, Sarah Kathleen Mcguire, is a registered financial advisor currently at NAPLES GLOBAL ADVISORS located in Naples, Florida.
Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kerry has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Mcguire Geroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2016 - Present
NAPLES GLOBAL ADVISORS
Office #1: 720 5th Avenue South Ste. 200, Naples, FL 34102Primary Firm SEC Registration
NAPLES GLOBAL ADVISORS
CRD#: 158544 / SEC#: 801-72600
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/7/2016)
Current Firm
NAPLES GLOBAL ADVISORS
CRD#: 158544 / SEC#: 801-72600
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,688 |
| AUM (Assets Under Management) | $ 1,654,697,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 01/27/2025 | ||
| 03/25/2024 | ||
| 01/03/2023 |
Red Flags
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