Frank Vincent Geremia
Investment adviser representative at Geremia Financial Services, LLC
21 yearsExperience
3 statesRegistered in
$132.2MFirm assets
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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Geremia Financial Services, LLCMar 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, WI).
Geremia Financial Services, LLC
$132.2MAssets managed
132Clients
5Advisers
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
- 2002321
- Firm CRD
- 156504