Stephen Andrea Geremia
Investment adviser representative at Ashwood Advisors
29 yearsExperience
3 statesRegistered in
$126.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Ashwood Advisors, LLCJun 1999 to now
- Commonwealth Financial NetworkJun 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, SC).
Ashwood Advisors
Legal name: Ashwood Advisors, LLC
$126.9MAssets managed
110Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1459834
- Firm CRD
- 128811