Gery Sadzewicz (CRD# 1090963) is an Investment Advisor Representative working at Clearview Wealth Solutions, LLC in Barrington, IL and has over 26 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Titleist Capital, LLC | San Antonio, TX | Jan 2024 - Current | < 1 |
| Halo Investment Services, LLC | Plainfield, IL | Mar 2023 - Current | 1 |
| Walled Lake Planning & Wealth Management, LLC | Plainfield, IL | Feb 2023 - Current | 1 |
| Titleist Wealth Management, LLC | Plainfield, IL | Feb 2023 - Current | 1 |
| Democracy Investment Management, LLC | Plainfield, IL | Jan 2023 - Current | 1 |
| Kurv Investment Management, LLC | Plainfield, IL | Nov 2022 - Current | 1 |
| Sherman Porfolios | Plainfield, IL | Jul 2022 - Current | 1 |
| Deer Isle Capital | Miami, FL | Jun 2022 - Current | 1 |
| Typhon Capital Management LLC | Plainfield, IL | Nov 2021 - Current | 2 |
| Rpr Financial | Plainfield, IL | Oct 2021 - Current | 2 |
| Landaas & Company | Milwaukee, WI | Jul 2021 - Current | 2 |
| Dominion Wealth Management, LLC | Plainfield, IL | Jul 2021 - Current | 2 |
| Rebellion Capital Advisors | Plainfield, IL | Mar 2021 - Current | 3 |
| Focused Alpha, LLC | Plainfield, IL | Aug 2020 - Current | 3 |
| Pax Financial Group | Plainfield, IL | Jun 2020 - Current | 3 |
| Left Brain Investment Research | Plainfield, IL | Aug 2019 - Current | 4 |
| Donnelly Penman & Partners | Grosse Pointe, MI | Jul 2019 - Current | 4 |
| Mpi Wealth Management | Plainfield, IL | Jul 2019 - Current | 4 |
| Intelligent Wealth Solutions | Plainfield, IL | Mar 2019 - Current | 5 |
| Griffin Asset Management, LLC | Plainfield, IL | Mar 2019 - Current | 5 |
| Carter Financial Group, Inc. | Plaifield, IL | Feb 2019 - Current | 5 |
| Najarian Family Office | Chicago, IL | Nov 2018 - Current | 5 |
| Isthmus Partners, LLC | Plainfield, IL | Nov 2018 - Current | 5 |
| The Legacy Financial Group | Plainfield, IL | Nov 2018 - Current | 5 |
| Virtus Real Estate, LLC | Plainfield, IL | Nov 2018 - Current | 5 |
| Profit Investments | Plainfield, IL | Jan 2018 - Current | 6 |
| Forum Private Client Group | Plainfield, IL | Dec 2017 - Current | 6 |
| Southern Wealth Securities | San Antonio, TX | Nov 2017 - Current | 6 |
| Stevard LLC | Chicago, IL | Aug 2016 - Current | 7 |
| Halo Securities, LLC | Joliet, IL | Jan 2016 - Current | 8 |
| Financial Solutions | Plainfield, IL | Jan 2016 - Current | 8 |
| Orchard Capital Management, LLC | Chicago, IL | Jun 2015 - Current | 8 |
| Pactolus Securities, LLC | Mclean, VA | Mar 2015 - Current | 9 |
| Lloyd Park | Plainfield, IL | Nov 2014 - Current | 9 |
| Fairhaven Wealth Management | Plainfield, IL | Oct 2014 - Current | 9 |
| Clearview Wealth Solutions, LLC | Plainfield, IL | Jul 2014 - Current | 9 |
| 83rd Street Wealth Management, LLC | Plainfield, IL | Jul 2014 - Current | 9 |
| Laureate Wealth Management, LLC | Plainfield, IL | Jul 2014 - Current | 9 |
| Kerberrose Wealth Management | Plainfield, IL | Jul 2014 - Current | 9 |
| Isthmus Partners | Plainfield, IL | Apr 2014 - Current | 10 |
| Leftbrain Wealth Management, LLC | Plainfield, IL | Feb 2014 - Current | 10 |
| Acorn Wealth Advisors, LLC | Plainfield, IL | Feb 2014 - Current | 10 |
| Midwest Proffsional Planners | Plainfield, IL | Jan 2014 - Current | 10 |
| Pinkerton Retirement Specialist | Plainfield, IL | Jan 2014 - Current | 10 |
| Abridge Partners | Plainfield, IL | Sep 2013 - Current | 10 |
| Aeg Capital, LLC | Plainfield, IL | Jul 2013 - Current | 10 |
| Vital Wealth Management, LLC | Rosemont, IL | Jun 2013 - Current | 10 |
| Sentinus LLC | Plainfield, IL | Apr 2012 - Current | 12 |
| Tetley Investments LLC | Chicago, IL | Apr 2012 - Current | 12 |
| Premise Capital, LLC | Naperville, IL | Feb 2012 - Current | 12 |
| Waterloo Captial | Plainfield, IL | Jan 2012 - Current | 12 |
| Centerpoint Wealth Management | Zionsville, IN | Nov 2011 - Current | 12 |
| Poehling Capital Management, Inc. | Madison, WI | Oct 2011 - Current | 12 |
| Clear Perspective Advisors, LLC | Plainfield, IL | Apr 2011 - Current | 13 |
| Cornerstone Select Advisors, LLC | St. Louis, MO | Mar 2011 - Current | 13 |
| Pactolus Private Wealth Management LLC | Plainfield, IL | Jan 2011 - Current | 13 |
| Avocet Capital Management, LLC | Chicago, IL | Jan 2011 - Current | 13 |
| Fusion Capital, LLC | Plainfield, IL | Sep 2010 - Current | 13 |
| Harbor Wealth Management | Plainfiled, IL | Apr 2010 - Current | 14 |
| Providence Wealth Advisors, LLC | Plainfield, IL | Apr 2010 - Current | 14 |
| Southern Wealth Management, LLP | Dallas, TX | Feb 2010 - Current | 14 |
| Cornerstone Financial Planning, Inc. | Appleton, WI | Oct 2009 - Current | 14 |
| Gery Sadzewicz Consulting LLC | Plainfield, IL | Mar 2009 - Current | 15 |
| Virtue Asset Management LLC | Barrington, IL | May 2016 - Mar 2023 | 6 |
| Lfs Wealth Advisors | Plainfield, IL | Jun 2010 - Jan 2023 | 12 |
| Lucy Wealth Management | Plainfield, IL | Jun 2021 - Mar 2022 | < 1 |
| Iasg Alternatives, LLC | Chicago, IL | Mar 2015 - Mar 2022 | 7 |
| Iht Wealth Management | Plainfield, IL | Jan 2018 - Jan 2022 | 4 |
| Bridgeportfolio Inc. | Chicago, IL | Apr 2012 - Dec 2021 | 9 |
| Brg Capital Advisors | Nashville, TN | Oct 2020 - Aug 2021 | < 1 |
| Providence Wealth Advisors, LLC | South Holland, IL | Apr 2010 - Dec 2020 | 10 |
| Flint Wealth Management, LLC | Plainfield, IL | May 2018 - Nov 2019 | 1 |
| Jyh, LLC | Plainfield, IL | Feb 2017 - Nov 2019 | 2 |
| Ria, LLC | Plainfield, IL | Nov 2018 - Dec 2018 | < 1 |
| Dls Capital | Bannockburn, IL | Oct 2009 - Dec 2018 | 9 |
| Bower Hill Capital Management LLC | Presto, PA | Jan 2016 - Oct 2018 | 2 |
| Veracity Wealth Management LLC | Plainfield, IL | Oct 2017 - Jul 2018 | < 1 |
| Broadwater Advisors, LLC | Plainfield, IL | Jan 2017 - Jul 2018 | 1 |
| Ocean Park Securities, LLC | Los Angeles, CA | Feb 2016 - May 2018 | 2 |
| Stonebridge Wealth Management LLC | Oak Brook, IL | Nov 2016 - Mar 2018 | 1 |
| Recon Capital Partners | Stamford, CT | Oct 2013 - Mar 2018 | 4 |
| Drury Wealth Management, LLC | Plainfield, IL | Nov 2017 - Jan 2018 | < 1 |
| Us Financial Advisors, LLC | Braintree, MA | Jan 2013 - Jan 2018 | 5 |
| Truro Asset Management, LLC | Braintree, MA | Jan 2013 - Jan 2018 | 5 |
| Stellam Advisors LLC | Stamford, CT | Feb 2017 - Nov 2017 | < 1 |
| Cla Financial Advisors | Plainfield, IL | Mar 2011 - Mar 2017 | 6 |
| Emberhouse, LLC | Plainfield, IL | Dec 2016 - Feb 2017 | < 1 |
| Fort Dearborn Capital Advisors, LLC | Chicago, IL | May 2014 - Jan 2017 | 2 |
| Ballast Equity Management, LLC | Plainfield, IL | Feb 2016 - Dec 2016 | < 1 |
| Sws Partners, LLC | Columbus, OH | Oct 2015 - Dec 2016 | 1 |
| Chou America Management | Toronto, | Nov 2009 - Dec 2016 | 7 |
| Plante Moran Corporate Finance | Chicago, IL | Oct 2010 - Dec 2015 | 5 |
| Tucker Asset Management, LLC | Littleton, CO | Mar 2015 - Oct 2015 | < 1 |
| Kingsbury Capital | Chicago, IL | Dec 2009 - Apr 2015 | 5 |
| Ahm Asset Management, LLC | St. Louis, MO | May 2011 - Dec 2014 | 3 |
| Betafrontier, LLC | Kinnelon, NJ | Aug 2014 - Sep 2014 | < 1 |
| Wealthstar Advisors, LLC | Plano, TX | Jan 2014 - Jul 2014 | < 1 |
| Encompass Wealth Management LLC | Libertyville, IL | Feb 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
Contact Info for
Gery J. Sadzewicz
Phone Number:
847-847-2505
Firm Website:
https://www.linkedin.com/in/rickfurmanski/
Registered State(s):
- IL
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Current Firm Details
By the Numbers
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$668,280
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
IL
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