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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

TERRENCE PATRICK GEARY

Advisor at WELLS FARGO ADVISORS

TROY, OH | ITASCA, IL

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Search this name across graphsid dfx:ria:d76c2aaa-a297-d87f-412d-59fd3e0d3830

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Jun 29, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Sep 8, 1994
First registration: Jun 29, 2001
Dual registered: yes, broker-dealer
Other names: TERRY GEARY|Terrence Patrick Geary|Terrence Geary
IAPD individual key: 2504318

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jan 31, 2025	n/a	yes	TROY, OH\|ITASCA, IL	Current employment
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Nov 14, 2023	Jan 24, 2025	no	ELGIN, IL	Previous registration
MONERE WEALTH MANAGEMENT, INC.	Independent wealth	May 23, 2022	Oct 18, 2023	no	SCHAUMBURG, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 4, 2022	May 25, 2022	no	DES PLAINES, IL	Previous registration
MANAGED ASSET PORTFOLIOS, LLC	Independent wealth	Jan 28, 2016	Sep 27, 2021	no	ROCHESTER, MI	Previous registration
ASTOR INVESTMENT MANAGEMENT LLC	Former SEC adviser	Dec 10, 2013	Aug 27, 2014	no	CHICAGO, IL	Previous registration
ASTOR ASSET MANAGEMENT LLC	Former SEC adviser	Aug 20, 2009	Dec 19, 2012	no	CHICAGO, IL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 19, 2008	Jun 12, 2009	no	OAKBROOK TERRACE, IL	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Nov 14, 2006	Feb 13, 2007	no	PALOS HILLS, IL\|CHARLOTTE, NC	Previous registration
CHURCHILL MANAGEMENT GROUP	Former SEC adviser	Aug 25, 2004	Jul 26, 2005	no	CHICAGO, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 29, 2001	Aug 12, 2004	no	BARRINGTON, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANCTUARY ADVISORS, LLC	WELLS FARGO ADVISORS	Jan 24, 2025	Jan 31, 2025	7	Firm change	Ibd to wirehouse
MONERE WEALTH MANAGEMENT, INC.	SANCTUARY ADVISORS, LLC	Oct 18, 2023	Nov 14, 2023	27	Firm change	RIA to ibd
WELLS FARGO ADVISORS	MONERE WEALTH MANAGEMENT, INC.	May 25, 2022	May 23, 2022	-2	Firm change	Wirehouse to RIA
MANAGED ASSET PORTFOLIOS, LLC	WELLS FARGO ADVISORS	Sep 27, 2021	Jan 4, 2022	99	Firm change	RIA to wirehouse
ASTOR INVESTMENT MANAGEMENT LLC	MANAGED ASSET PORTFOLIOS, LLC	Aug 27, 2014	Jan 28, 2016	519	Firm change after gap	Other
ASTOR ASSET MANAGEMENT LLC	ASTOR INVESTMENT MANAGEMENT LLC	Dec 19, 2012	Dec 10, 2013	356	Firm change	Other
UBS FINANCIAL SERVICES INC.	ASTOR ASSET MANAGEMENT LLC	Jun 12, 2009	Aug 20, 2009	69	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	UBS FINANCIAL SERVICES INC.	Feb 13, 2007	Nov 19, 2008	645	Firm change after gap	Other
CHURCHILL MANAGEMENT GROUP	UVEST FINANCIAL SERVICES GROUP, INC.	Jul 26, 2005	Nov 14, 2006	476	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	CHURCHILL MANAGEMENT GROUP	Aug 12, 2004	Aug 25, 2004	13	Firm change	Other

Relationships

Registered with (10)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 4, 2022 to May 25, 2022factForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 14, 2023 to Jan 24, 2025factForm ADV
→ MONERE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 23, 2022 to Oct 18, 2023factForm ADV
→ MANAGED ASSET PORTFOLIOS, LLCRegistered adviserregistration: previous registration
Jan 28, 2016 to Sep 27, 2021factForm ADV
→ ASTOR INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 10, 2013 to Aug 27, 2014factForm ADV
→ ASTOR ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 20, 2009 to Dec 19, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 19, 2008 to Jun 12, 2009factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Nov 14, 2006 to Feb 13, 2007factForm ADV
→ CHURCHILL MANAGEMENT GROUPRegistered adviserregistration: previous registration
Aug 25, 2004 to Jul 26, 2005factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 29, 2001 to Aug 12, 2004factForm ADV

Dated events

Occurred
Jan 24, 2025
Advisor changed firm
Terrence Patrick Geary left Sanctuary Advisors, Llc for Wells Fargo Advisors (registered 2025-01-31)
Form ADVobserved 5 days ago
Occurred
Oct 18, 2023
Advisor changed firm
Terrence Patrick Geary left Monere Wealth Management, Inc. for Sanctuary Advisors, Llc (registered 2023-11-14)
Form ADVobserved 5 days ago
Occurred
May 25, 2022
Advisor changed firm
Terrence Patrick Geary left Wells Fargo Advisors for Monere Wealth Management, Inc. (registered 2022-05-23)
Form ADVobserved 5 days ago