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GG

Gerald R. Geddes

CETERA INVESTMENT ADVISERS
Vienna, VA
Some features on this profile are disabled
CRD#: 2679670
GG

Professional summary

Gerald Russell Geddes, who also goes by Gerald R Geddes, Gerald Russelll Geddes, Jerry Geddes, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Vienna, Virginia and CETERA WEALTH SERVICES, LLC located in Cockeysville, Maryland.

Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Gerald has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerald R Geddes | Gerald Russelll Geddes | Jerry Geddes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Russell Geddes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 7, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 9710 Monroe St, Cockeysville, MD 21030
RIA
CRD#: 105644
Vienna, VA
Current

September 7, 2023 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 9710 Monroe St, Cockeysville, MD 21030
BD
CRD#: 13572
Cockeysville, MD
Past

March 10, 2023 - May 11, 2023

CETERA ADVISORS LLC

RIA
CRD#: 10299
Vienna, VA
Past

March 10, 2023 - May 11, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

November 1, 2021 - March 14, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Fairfax, VA
Past

October 5, 2021 - October 27, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Fairfax, VA
Past

October 5, 2021 - March 14, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Fairfax, VA
Past

November 2, 2005 - September 27, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
FAIRFAX, VA
Past

May 25, 2004 - September 27, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRFAX, VA
Past

January 7, 2004 - May 12, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

November 9, 2001 - January 9, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT
Past

June 24, 1999 - December 5, 2001

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

December 1, 1995 - June 18, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/18/2024)
RR
District of Columbia
(4/2/2025)
RR
Maryland
(9/7/2023)
IAR
Maryland
(9/7/2023)
RR
Virginia
(9/7/2023)
IAR
Virginia
(9/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/11/1995
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Vienna, VA

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