Douglas P Geraghty
Investment adviser representative at Flagstar Securities, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$784.3MFirm assets
Are you Douglas P Geraghty? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Flagstar Securities, Inc/flagstar Bank, N.A.Jul 2026 to now
- Flagstar Securities, IncJan 2025 to now
- Flagstar Advisors/flagstar BankAug 2023 to Jun 2026
- Ark GlobalJan 2023 to Aug 2023
- Consolidated Portfolio ReviewMar 2022 to Aug 2023
- Impactu. Investments, LLCMar 2022 to Aug 2023
- Vanderbilt Advisory ServicesMar 2022 to Aug 2023
- Vanderbilt Securities, LLCMar 2022 to Aug 2023
- LPL Financial, LLCSep 2018 to Mar 2022
- Sterling National BankSep 2018 to Mar 2022
- Capital One Investing, LLCSep 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Flagstar Securities, Inc.
$784.3MAssets managed
1,123Clients
30Advisers
19 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
- 6106821
- Firm CRD
- 104233