GG
Gerald R. Geddes
CETERA INVESTMENT ADVISERS LLC
Vienna, VA
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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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: GEDDES & COMPANY, P.C.; INVESTMENT RELATED: NO; ADDRESS: 9697 MAIN STREET SUITE C, FAIRFAX, VA 22031; NATURE OF BUSINESS: TAX PREPARATION AND TAX PLANNING; START DATE: 01/1991; POSITION/TITLE/RELATIONSHIP: CPA AND PRESIDENT; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND TAX PLANNING 3. NAME OF OTHER BUSINESS: LESS TAXING PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 9697 MAIN STREET SUITE C, FAIRFAX, VA 22031; NATURE OF BUSINESS: OFFICE CONDO / RENTAL; START DATE: 11/2014; POSITION/TITLE/RELATIONSHIP: MEMBER / MGR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWN OFFICE CONDO AND RENT IT; 4. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Russell Geddes's 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®
NoneExperience
Current
September 7, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 9710 Monroe St, Cockeysville, MD 21030RIA
CRD#: 105644
Vienna, VA
Current
September 7, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9710 Monroe St, Cockeysville, MD 21030BD
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
