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.

Registered advisor

Terrence Patrick Geary

Wells Fargo AdvisorswirehouseTroy, Oh dual registrantIAPD 2504318

Feed of 09/14/2026

Also filed as Terry Geary

At current firm

1 y

since Jan 31, 2025

In the industry

32 y

since Sep 8, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jan 31, 2025 · Troy, Oh
Sanctuary Advisors, LLC BD affiliated
Nov 14, 2023 to Jan 24, 2025 · Elgin, Il
Monere Wealth Management, Inc. independent RIA
May 23, 2022 to Oct 18, 2023 · Schaumburg, Il
Wells Fargo Advisors wirehouse
Jan 4, 2022 to May 25, 2022 · Des Plaines, Il
Managed Asset Portfolios, LLC independent RIA
Jan 28, 2016 to Sep 27, 2021 · Rochester, Mi
Astor Investment Management LLC former
Dec 10, 2013 to Aug 27, 2014 · Chicago, Il
Astor Asset Management LLC former
Aug 20, 2009 to Dec 19, 2012 · Chicago, Il
UBS Financial Services Inc. wirehouse
Nov 19, 2008 to Jun 12, 2009 · Oakbrook Terrace, Il
Uvest Financial Services Group, Inc. unclassified
Nov 14, 2006 to Feb 13, 2007 · Palos Hills, Il
Churchill Management Group former
Aug 25, 2004 to Jul 26, 2005 · Chicago, Il
A. G. Edwards & Sons, Inc. unclassified
Jun 29, 2001 to Aug 12, 2004 · Barrington, Il

Moves

a registration end followed by a registration begin elsewhere

Sanctuary Advisors, LLC to Wells Fargo Advisors
left Jan 24, 2025, registered Jan 31, 2025 (7 days) · Affiliated broker-dealer or bank to wirehouse
Monere Wealth Management, Inc. to Sanctuary Advisors, LLC
left Oct 18, 2023, registered Nov 14, 2023 (27 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Monere Wealth Management, Inc.
left May 25, 2022, registered May 23, 2022 (-2 days) · Wirehouse to independent RIA
Managed Asset Portfolios, LLC to Wells Fargo Advisors
left Sep 27, 2021, registered Jan 4, 2022 (99 days) · RIA to wirehouse
Astor Investment Management LLC to Managed Asset Portfolios, LLC
left Aug 27, 2014, registered Jan 28, 2016 (519 days) · Other
Astor Asset Management LLC to Astor Investment Management LLC
left Dec 19, 2012, registered Dec 10, 2013 (356 days) · Other
UBS Financial Services Inc. to Astor Asset Management LLC
left Jun 12, 2009, registered Aug 20, 2009 (69 days) · Other
Uvest Financial Services Group, Inc. to UBS Financial Services Inc.
left Feb 13, 2007, registered Nov 19, 2008 (645 days) · Other
Churchill Management Group to Uvest Financial Services Group, Inc.
left Jul 26, 2005, registered Nov 14, 2006 (476 days) · Other
A. G. Edwards & Sons, Inc. to Churchill Management Group
left Aug 12, 2004, registered Aug 25, 2004 (13 days) · Other

Signals

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

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: Wirehousederived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address