Gery Joseph Sadzewicz

Ownership stakes

• Hd Money, Inc.
  Chief Compliance Officer · Less than 5% · Dec 2024
• Focused Alpha, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Lloyd Park, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• True Freedom Investing, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Intelligent Wealth Solutions Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Poehling Capital Management, Inc.
  Chief Compliance Officer · Less than 5% · Dec 2024
• Rothschild Wealth Llc
  Cco · Less than 5% · Dec 2024
• Stevard Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Forum Solutions Group, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• The Legacy Financial Group, Inc.
  Chief Compliance Officer · Less than 5% · Dec 2024
• Monorail Securities Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Shorebird Capital, Lp
  Chief Compliance Officer · Less than 5% · Dec 2024
• Titleist Asset Management, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Orchard Capital Management, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Walled Lake Planning & Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Opal Capital Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Midwest Professional Planners, Ltd.
  Chief Compliance Officer · Less than 5% · Nov 2024
• Isthmus Partners, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Waterloo Capital, L.P.
  Chief Compliance Officer · Less than 5% · Nov 2024
• Pax Financial Group, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Kerberrose Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Alfa Algorithms Hk Limited
  Chief Compliance Officer · Less than 5% · Nov 2024
• Left Brain Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Landaas & Company, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Legacy Cornerstone Wealth Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Vital Wealth Management, Llc
  Cco · Less than 5% · Nov 2024
• Pinkerton Wealth, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Halo Investment Services, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Schamberger, Greylak & Utterback Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Avocet Capital Management Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Tetley Investments, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Certior Financial Group, Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Pinnacle Financial Group Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Pactolus Private Wealth Management Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Acorn Wealth Advisors, Llc
  Cco · Less than 5% · Aug 2024
• Providence Wealth Advisors, Llc
  Chief Compliance Officer · Less than 5% · Aug 2024
• Sound Advice Financial Inc.
  Chief Compliance Officer · Less than 5% · Jul 2024
• Abridge Partners, Llc
  Chief Compliance Officer · Less than 5% · Jun 2024
• Carter Financial Group, Inc.
  Chief Compliance Officer · Less than 5% · May 2024
• Kurv Investment Management Llc
  Chief Compliance Officer · Less than 5% · Apr 2024
• Viking Harbour Investment Solutions Limited
  Chief Compliance Officer · Less than 5% · Mar 2024
• Griffin Asset Management Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Fusion Capital, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Profit Investment Management, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Rpr Financial Advisors Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Cornerstone Select Advisors, Llc
  Cco · Less than 5% · Mar 2024
• Mpi Wealth Management Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Twombly Asset Management Llc
  Chief Compliance Officer · Less than 5% · Jun 2012
• Cornerstone Financial Planning, Inc.
  Chief Compliance Officer · Less than 5% · May 2012

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗