Geremia Financial Services, LLC

RIASEC RegisteredEst. 2025

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$1M

Accounts

132

Employees

2

Advisory reps

5

Firm details

Headquarters: Edison, New Jersey
CRD number: 156504
Registered since: March 14, 2025
Website: www.geremiafinancial.com
Fee structure: Percentage of AUM
Client types: HNWI78.52%
Individuals21.48%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Geremia Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and ongoing portfolio management primarily for individuals, families and small businesses, and also works with institutional clients. It charges clients on a percentage-of-assets-under-management basis and registered with the SEC in 2025. The firm’s stated investment preference is equities, with its practice built around exchange-traded instruments and separately managed equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities90%
State & Local Bonds5%
Cash & Cash Equivalents5%

Contacts

3 of 5

Richard Semo
Financial AdvisorCRD 5440859
Peter Ostensen
Financial AnalystCRD 8209840
Anthony Uccio
Senior Financial AnalystCRD 8176358

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$43.2M in ETFs

Passive

100%

$43.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES SEMICONDUCTOR ETF (SOXX)	BlackRock	Passive	Technology	$11.8M	18,422	27.34%

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Primary office

Edison, NJ

Middlesex

Location

Edison, NJ

Headquartered in Edison, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Middlesex
Address: 1090 King Georges Post Rd
Time zone: ET (UTC-5)
Office locations

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