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Gerard Brian McGeough

Investment Adviser Representative at CHATHAM WEALTH MANAGEMENT

Chatham, NJCRD #1834279Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gerard Brian Mcgeough has worked in the securities industry since 1997. They have passed the Series 65, 63, 24, 7, and 3 examinations. They are registered to provide investment advisory services in New Jersey.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/20/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 8/26/1996
SIE
Securities Industry Essentials Examination
Passed 12/4/2017
Series 3
National Commodity Futures Examination
Passed 5/23/2008
Series 7
General Securities Representative Examination
Passed 7/22/1996
Series 24
General Securities Principal Examination
Passed 8/1/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2.5 million1.00%
Any amount above $2.5 million0.60%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Chatham Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHATHAM WEALTH MANAGEMENTCurrent
12/14/2017Chatham, NJ
CHATHAM WEALTH MANAGEMENT
8/27/20152/21/2017Chatham, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CHATHAM WEALTH MANAGEMENT

3 other advisors in the directory

View CHATHAM WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerard Brian McGeough has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gerard Brian McGeough - Financial Advisor in Chatham, NJ | AdvisorFinder