Adviser and broker representative · Level Four Advisory Services
Kerry C. Geaneas
CRD 2391503 · Ormond Beach, FL
At a glance
Kerry C. Geaneas is an investment adviser representative with Level Four Advisory Services in Ormond Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kerry’s SEC record dates to 2000, about 26 years ago. Kerry is also registered as a broker representative.
Current advisory firm
- Level Four Advisory ServicesSince November 2022Ormond Beach, FL · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Kerry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.