Peter A Ostensen
Investment adviser representative at Geremia Financial Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Geremia Financial Services, LLCJun 2024 to now
- Fairfield UniversityJun 2020 to May 2024
- Xaverian High SchoolJan 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8209840
- Firm CRD
- 156504