A complete list of active advisors currently associated with Geremia Financial Services, LLC

Warmer can help you find a great advisor at Geremia Financial Services, LLC or one who fits your needs even better.

Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and business entities, serving roughly 130 client accounts and managing about $132 million in discretionary assets. The firm is also the sponsor and manager of the GFS Wrap Program, through which it delivers portfolio management and arranges brokerage under a single annualized wrap fee. GFS combines a top‑down macroeconomic allocation with bottom‑up fundamental security selection, constructing portfolios from individual equities, exchange‑traded funds and options — with options used as a hedging tool and margin employed only when authorized by the client. The firm generally recommends Pershing for custody and execution, integrates financial planning into its ongoing management, and permits reasonable client‑imposed investment restrictions. A distinctive aspect of GFS is that it acts as the named sponsor/manager of its own wrap fee program and represents that it does not provide investment advisory services outside that Program, an arrangement that consolidates management and brokerage for participating clients. The brochure also discloses a pending SEC registration after surpassing $100 million in AUM and related business activities (limited insurance licensure by supervised persons and an affiliated mortgage brokerage), which the firm identifies as potential conflicts and addresses in its policies.

To learn more about the advisors currently working at Geremia Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.