Michael J Geraghty
CFAProfessional Summary
Michael J Geraghty, CFA, who also goes by Michael Geraghty, is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Geraghty
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
BLB & B ADVISORS, LLC | BLBB ADVISORS
Contact Information
Main Address
103 Montgomery Avenue, Montgomeryville, PA 18936Mailing Address
P.o. Box 1010, Montgomeryville, PA 18936Phone Number
(215) 643-9100# of Employees
32SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,957AUM (Assets Under Management)
$3,255,397,467Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/23/2025 | Cover Page | Report |
| 08/30/2024 | Cover Page | Report |
| 04/02/2024 | Cover Page | Report |
| 11/07/2023 | Cover Page | Report |
| 11/02/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BLB & B ADVISORS, LLC | BLBB ADVISORS
State Registrations and Notice Filings
(2/27/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2015Series 87 — Research Analyst Exam - Part II Regulations Module
Passed May 2014About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael J Geraghty's CRS (Customer Relationship Summary).
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