Salvatore Geraci

Employer firm

Hhm Wealth Advisors, LLC CRD 150843

$1.47B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2006 → Present
  Hhm Wealth Advisors, Llc
  Chattanooga, TN

Previous Registrations

• 2006-07-05 → 2009-12-16
  Hhm Wealth Advisors, Llc
  Chattanooga, TN
• 2004-03-29 → 2006-06-30
  M Holdings Securities, Inc.
  Chattanooga, TN
  Chattanoogo, TN
• 2004-05-24 → 2005-02-18
  Evergreen Management Inc
  Chattanooga, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Designations

• Certified Financial Planner

Other Names

• Sal Geraci