DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S•••••••• G•••••

H•• W••••• A•••••••• L••independent RIAChattanooga, TnIA-onlyIAPD 1736064

Certified Financial Planner

Feed of 09/14/2026

Also filed as Sal G•••••

At current firm

17 y

since Aug 7, 2009

In the industry

38 y

since Oct 6, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partner, CFP®, JD | Wealth Advisorreportedhhmwealth.comfirm site, Sep 15, 2026
Designations: MBA, CFPreportedhhmwealth.comas printed on the bio page, Sep 16, 2026
Partner or owner: “Partner, CFP®, JD | Wealth Advisor”reportedhhmwealth.comthe sentence on the bio page
Years, as the firm states: 30reportedhhmwealth.com“He brings over 30 years of experience to advising individuals, families and businesses on their wealth and investments.”
Business email: sgeraci@hhmwealth.comreportedhhmwealth.comfirm site, Sep 15, 2026
Direct business phone: 423-702-7924reportedhhmwealth.comfirm site, Sep 15, 2026
Professional profile: hhmwealth.com/professionals/salvatore-geracireportedhhmwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

H•• W••••• A•••••••• L•• independent RIA current
since Aug 7, 2009 · Chattanooga, Tn
H•• W••••• A•••••••• L•• unclassified
Jul 5, 2006 to Dec 16, 2009 · Chattanooga, Tn
E•••••••• M••••••••• I•• unclassified
May 24, 2004 to Feb 18, 2005 · Chattanooga, Tn
M• H••••••• S••••••••• I••• BD affiliated
Mar 29, 2004 to Jun 30, 2006 · Chattanooga, Tn

Moves

a registration end followed by a registration begin elsewhere

H•• W••••• A•••••••• L•• to H•• W••••• A•••••••• L••
left Dec 16, 2009, registered Aug 7, 2009 (-131 days) · Other
M• H••••••• S••••••••• I••• to E•••••••• M••••••••• I••
left Jun 30, 2006, registered May 24, 2004 (-767 days) · Other
E•••••••• M••••••••• I•• to H•• W••••• A•••••••• L••
left Feb 18, 2005, registered Jul 5, 2006 (502 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address