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Nolan Geraghty

Strategic Advisers LLC

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Education Bloomfield Hills MI 08/2016 05/2017
Birmingham Athletic Club Bloomfield Hills MI 06/2017 08/2017
Full-Time Education East Lansing MI 08/2017 05/2018
Birmingham Athletic Club Bloomfield Hills MI 05/2018 08/2018
Full-Time Education East Lansing MI 08/2018 05/2019
Blumark Advisors Troy MI 05/2019 08/2019
Birmingham Country Club Birmingham MI 05/2019 08/2019
Full-Time Education East Lansing MI 08/2019 05/2020
Merrill Lynch Manhattan NY 06/2020 08/2020
Full-Time Education East Lansing MI 08/2020 05/2021
Fidelity Investments Troy MI 09/2021 Present
Extended Travel Bloomfield MI 05/2021 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Full-Time Education
    Bloomfield Hills, MI
  • 06/2017 → 08/2017
    Birmingham Athletic Club
    Bloomfield Hills, MI
  • 08/2017 → 05/2018
    Full-Time Education
    East Lansing, MI
  • 05/2018 → 08/2018
    Birmingham Athletic Club
    Bloomfield Hills, MI
  • 08/2018 → 05/2019
    Full-Time Education
    East Lansing, MI
  • 05/2019 → 08/2019
    Blumark Advisors
    Troy, MI
  • 05/2019 → 08/2019
    Birmingham Country Club
    Birmingham, MI
  • 08/2019 → 05/2020
    Full-Time Education
    East Lansing, MI
  • 06/2020 → 08/2020
    Merrill Lynch
    Manhattan, NY
  • 08/2020 → 05/2021
    Full-Time Education
    East Lansing, MI
  • 09/2021 → Present
    Fidelity Investments
    Troy, MI
  • 05/2021 → 09/2021
    Extended Travel
    Bloomfield, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Other Names
  • Nolan Erskine Geraghty

View on SEC IAPD

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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