Anthony L. Geraci

BARLAS O'REILLY WEALTH MANAGEMENT

Riverview, FL 33569

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CRD#: 2696339

Professional summary

Anthony Leonard Geraci is a registered financial advisor currently at BARLAS O'REILLY WEALTH MANAGEMENT, LLC located in Riverview, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Anthony has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) SUNCOAST TAX ADVISORY GROUP, INC. D/B/A THE TAX ADVISORY GROUP; NON-INVESTMENT RELATED; OWNER/PRESIDENT; TAX ADVISORY FIRM; APPROXIMATELY 30 HRS PER/WK. (2) MANAGING GENERAL PARTNER FOR G&E PRIVATE CAPITAL, LLLP. SEEKING CASH FLOW AND PROFITS IN THE REAL ESTATE MARKETS, BUT NOT LIMITED TO REAL ESTATE; APPROXIMATELY 7 HRS PER/WK. (3) PRESIDENT FOR G&E STORAGE INC. SEEKING PROFITS FROM PROVIDING STORAGE FACILITY SPACE; APPROXIMATELY 2 HRS PER/WK. (4) Insurance company or agency, or an agent for an insurance company or agency, Real estate broker or dealer. (5) President of condo Association Balm Professional Center.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Leonard Geraci'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®

None

Experience

Current

May 7, 2025 - Present

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Office #1: 11932 Balm Riverview Rd, Riverview, FL 33569Office #2: 11932 Balm Riverview Rd, Riverview, FL 33569

RIA

CRD#: 298413

Riverview, FL

Past

September 1, 2015 - March 21, 2025

TAG INVESTMENT ADVISORS, LLC

RIA

CRD#: 218516

RIVERVIEW, FL

Past

January 27, 2012 - April 14, 2015

MD INVESTMENT ADVISORS

RIA

CRD#: 141593

BRADENTON, FL

Past

May 5, 2008 - January 10, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

BRANDON, FL

Past

February 26, 1996 - April 23, 1998

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(5/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/23/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

BARLAS CHAMBERS O'REILLY WEALTH MANAGEMENT, LLC | O'REILLY CAPITAL MANAGEMENT, LLC | BARLAS O'REILLY WEALTH MANAGEMENT, LLC

CRD#: 298413 / SEC#:

Florida

Registered Investment Advisory firm - (10/22/2018 Approved)

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Contact information

Main Address

905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689

Mailing Address

Phone number

(727) 474-0382

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	395
AUM (Assets Under Management)	$ 20,453,950

Red Flags

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

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Anthony L. Geraci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Leonard Geraci's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

TAG INVESTMENT ADVISORS, LLC

MD INVESTMENT ADVISORS

AMERICAN INVESTMENT SERVICES

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2008

Series 63

Date: 2/23/1996

Series 6

Date: 2/23/1996

Current Firm

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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