GEREMIA FINANCIAL SERVICES, LLC
SEC RegisteredStewardship of Wealth, Tailored to You
About the firm
Geremia Financial provides wealth management services tailored to each client's specific and individual financial needs. The firm is recognized for its innovative, disciplined, and sound investment philosophy, and positions itself as a trusted investment advisor with over 100 years of combined professional experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and advisory services including custom investment strategies, comprehensive risk management solutions, personalized financial planning, and family office services. The firm uses AI-driven, data-driven insights and offers custody through BNY Pershing.
Who they serve
Individuals with unique financial aspirations, including those with complex financial challenges and families with distinct circumstances shaping their financial journey.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $28M |
| High Net Worth Individuals | 31 | $104M |
| State/Municipal Entities | 2 | — |
132 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GEREMIA FINANCIAL SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.