GEREMIA FINANCIAL SERVICES, LLC

Overview

Geremia Financial Services, LLC is an independent registered investment adviser that began SEC registration in 2025 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its principal advisory offerings are financial planning and discretionary portfolio management for individuals and small-business clients. The firm shows a clear tilt toward public equities and ETFs in its investment footprint. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator to external managers. Product and service scope is focused on client-facing planning and portfolio management rather than pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives