Thomas P. Geraci
Investment Advisor & Chief Compliance OfficerPurtill Financial LLCCRD 5496686
About Thomas P. Geraci
Thomas P. Geraci is listed as Investment Advisor & Chief Compliance Officer at Purtill Financial LLC in Highland Heights, OH. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Purtill Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Thomas P. Geraci work?
Thomas P. Geraci is listed as Investment Advisor & Chief Compliance Officer at Purtill Financial LLC on SEC Form ADV.
How much of Purtill Financial LLC does Thomas P. Geraci own?
Form ADV reports a beneficial ownership band of 25-50%.
Purtill Financial LLC
| Title | Investment Advisor & Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |