Matthew Gerard Kovalcik
Investment adviser representative at Kovalcik & Geraghty Wealth Partners LLP
17 yearsExperience
2 statesRegistered in
$299.1MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Kovalcik & Geraghty Wealth Partners LLPJan 2012 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (OH, SC).
Kovalcik & Geraghty Wealth Partners LLP
$299.1MAssets managed
277Clients
2Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2396151
- Firm CRD
- 159811