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MG

Michael J. Geraghty

BLBB ADVISORS
Montgomeryville, PA 18936
Some features on this profile are disabled
CRD#: 6275249
MG

Professional 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Geraghty

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 Michael J Geraghty'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®
CFA

Chartered Financial Analyst

Experience

Current

February 27, 2024 - Present

BLBB ADVISORS

Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936
RIA
CRD#: 139096
Montgomeryville, PA
Past

May 22, 2023 - August 24, 2023

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
Wynnewood, PA
Past

August 9, 2022 - August 24, 2023

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

March 26, 2014 - August 8, 2022

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA

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".
BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA
Registered Investment Advisory firm - (3/8/2006 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(2/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/15/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 10/22/2015
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 86
Date: 7/2/2014
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 5/23/2014
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 3/26/2014
General Securities Representative Examination

Current Firm

BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA
Registered Investment Advisory firm - (3/8/2006 Approved)
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Contact information

Main Address
103 Montgomery Avenue, Montgomeryville, PA 18936
Mailing Address
P.o. Box 1010, Montgomeryville, PA 18936
Phone number
(215) 643-9100
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts3,588
AUM (Assets Under Management)$ 2,739,761,758

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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
01/26/2023
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

BLBB ADVISORS

CRD#: 139096Montgomeryville, PA 18936

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