Gary Geraci Email & Phone Number

Mr. Geraci is currently a Financial Advisor at Bartlett Wealth Management. He was previously employed by Citizens Investment Services, from November 2019 to January 2021, Santander Investment Services from May 2016 to November 2019, and Merrill Lynch from 2014 to 2016. From 2009 to 2014 he was the founder and principal of Geraci Capital Management, a financial advisory firm that was licensed in MA and NH. Mr. Geraci has worked in a finance capacity for 20 years, with diverse leadership experience ranging from establishing and managing an investor relations consultancy from 2002 to 2004, to being the co-founder and former acting Chief Financial Officer of a start-up technology company from 1999 to 2002.*Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bartlett Wealth Management and Cambridge are not affiliated.The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett Wealth Management, Inc makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.