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GEREMIA FINANCIAL SERVICES, LLC

EDISON, NJ · CRD 156504 · IAPD ↗ · geremiafinancial.com · 732-738-5678

$132.2MRegulatory AUM
0Advisory reps
2Employees
132Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — GEREMIA FINANCIAL SERVICES, LLC shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2026 — GEREMIA FINANCIAL SERVICES, LLC reported RAUM up 28% ($103.4M -> $132.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — GEREMIA FINANCIAL SERVICES, LLC (EDISON, NJ) is newly SEC-registered with $103.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.