Gerard Mcgeough
Advisor at Chatham Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Chatham Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chatham, NJ 07928
Credentials
Series 63, Series 65
Industry experience
29 years
Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. He also has concurrent roles at O'Neil Securities, Incorporated and William O'Neil + Company since 2016. Chatham Wealth Management provides discretionary portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm manages approximately $601 million in discretionary assets for around 397 clients with a four-advisor team and incorporates a range of investment instruments including derivatives, equities, fixed income, ETFs, REITs, and commodities.
Based on Chatham Wealth Management
$0 - $2,500,000: 1.00% annually $2,500,000+: 0.60% annually
Account minimum: $500,000
10 Townsquare, Suite 100
Chatham, NJ 07928
New Jersey
Chatham Wealth Management
2017 - Present (9 years)
O'neil Securities, Incorporated
2016 - Present (10 years)
William O'neil + Company
2016 - Present (10 years)
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