Gery Sadzewicz, financial advisor Braintree MA
83 score

Gery Sadzewicz

CRD Number: 1090963
Current Firm: Us Financial Advisors, LLC

Gery Sadzewicz (CRD# 1090963) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Braintree, MA and has over 19 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Braintree MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Braintree MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Braintree MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Virtue Asset Management LLC Barrington, IL May 2016 - Current < 1
Ocean Park Securities, LLC Los Angeles, CA Feb 2016 - Current < 1
Ballast Equity Management, LLC Plainfield, IL Feb 2016 - Current < 1
Bower Hill Capital Management LLC Presto, PA Jan 2016 - Current < 1
Sentinus Securities, LLC Joliet, IL Jan 2016 - Current < 1
Sws Partners, LLC Columbus, OH Oct 2015 - Current 1
Orchard Capital Management, LLC Chicago, IL Jun 2015 - Current 1
Pactolus Securities, LLC Mclean, VA Mar 2015 - Current 1
Iasg Alternatives, LLC Chicago, IL Mar 2015 - Current 1
Clearview Wealth Solutions, LLC Plainfield, IL Jul 2014 - Current 2
83rd Street Wealth Management, LLC Plainfield, IL Jul 2014 - Current 2
Laureate Wealth Management, LLC Plainfield, IL Jul 2014 - Current 2
Fort Dearborn Capital Advisors, LLC Chicago, IL May 2014 - Current 2
Leftbrain Wealth Management, LLC Plainfield, IL Feb 2014 - Current 2
Acorn Wealth Advisors, LLC Plainfield, IL Feb 2014 - Current 2
Wealthstar Advisors, LLC Plano, TX Jan 2014 - Current 2
Aeg Capital, LLC Plainfield, IL Jul 2013 - Current 3
Vital Wealth Management, LLC Rosemont, IL Jun 2013 - Current 3
Us Financial Advisors, LLC Braintree, MA Jan 2013 - Current 3
Truro Asset Management, LLC Braintree, MA Jan 2013 - Current 3
Sentinus LLC Plainfield, IL Apr 2012 - Current 4
Sentinus Asset Management, LLC Plainfield, IL Apr 2012 - Current 4
Bridgeportfolio Inc. Chicago, IL Apr 2012 - Current 4
Tetley Investments LLC Chicago, IL Apr 2012 - Current 4
Premise Capital, LLC Naperville, IL Apr 2012 - Current 4
Centerpoint Wealth Management Zionsville, IN Nov 2011 - Current 5
Poehling Capital Management, Inc. Madison, WI Oct 2011 - Current 5
Studio Investment Management LLC Plainfield, IL Jul 2011 - Current 5
Ahm Asset Management, LLC St. Louis, MO May 2011 - Current 5
Clear Perspective Advisors, LLC Plainfield, IL Apr 2011 - Current 5
Cla Financial Advisors Plainfield, IL Mar 2011 - Current 5
Cornerstone Select Advisors, LLC St. Louis, MO Mar 2011 - Current 5
Pactolus Private Wealth Management LLC Plainfield, IL Jan 2011 - Current 5
Avocet Capital Management, LLC Chicago, IL Jan 2011 - Current 5
Fusion Capital, LLC Plainfield, IL Sep 2010 - Current 6
Providence Wealth Advisors, LLC South Holland, IL Apr 2010 - Current 6
Harbor Wealth Management Plainfiled, IL Apr 2010 - Current 6
Southern Wealth Management, LLP Dallas, TX Feb 2010 - Current 6
Kingsbury Capital Chicago, IL Dec 2009 - Current 7
Chou America Management Toronto, Nov 2009 - Current 7
Cornerstone Financial Planning, Inc. Appleton, WI Oct 2009 - Current 7
Dls Capital Bannockburn, IL Oct 2009 - Current 7
Gery Sadzewicz Consulting LLC Plainfield, IL Mar 2009 - Current 7
Plante Moran Corporate Finance Chicago, IL Oct 2010 - Dec 2015 5
Tucker Asset Management, LLC Littleton, CO Mar 2015 - Oct 2015 < 1
Betafrontier, LLC Kinnelon, NJ Aug 2014 - Sep 2014 < 1
Encompass Wealth Management LLC Libertyville, IL Feb 2010 - Jun 2014 4
Five Star Capital Advisors, LLC Bellevue, WA May 2011 - Mar 2014 2
Twombly Assset Management LLC Plainfield, IL Sep 2009 - Nov 2013 4
River Street Advisors, LLC Aurora, IL May 2010 - Jun 2013 3
Heritage Capital Management Inc. Downers Grove, IL Dec 2011 - Nov 2012 < 1
Best Direct Securities, LLC Chicago, IL Apr 2012 - Jul 2012 < 1
Clement Street Capital, LLC Plainfield, IL Nov 2011 - Jan 2012 < 1
Piershale Financial Group, Inc. Plainfield, IL Mar 2011 - Jan 2012 < 1
Risley Capital Managment, LLC Wildwood, MO Mar 2011 - Jul 2011 < 1
Financial Fiduciaries, LLC Wausau, WI Apr 2010 - Mar 2011 < 1
Arvco Financial Ventures, LLC Plainfield, IL Apr 2009 - Mar 2011 1
Brewer Financial Services, LLC Chicago, IL Jul 2009 - Dec 2009 < 1
Brewer Investment Advisors Chicago, IL Jul 2009 - Dec 2009 < 1
Interocean Wealth Management LLC Chicago, IL Apr 2006 - Oct 2009 3
Interocean Securities LLC Chicago, IL Apr 2006 - Jun 2009 3
Giuliani Capital Advisors LLC Chicago, IL Dec 2004 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Sep 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gery J. Sadzewicz
Phone Number: 781-849-9200
Firm Website: http://www.1099tax.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.