Gery Joseph Sadzewicz
Compliance Officer chez Fusion Capital LLC (SC)
Profil
Gery Joseph Sadzewicz is currently the Chief Compliance Officer at FORUM Solutions Group LLC and Fusion Capital LLC (SC).
Previously, he held the position of Chief Compliance Officer at Giuliani Capital Advisors LLC, Interocean Financial Group LLC, and Virtue Capital Management LLC.
Mr. Sadzewicz obtained his undergraduate degree from DePaul University in 1986.
Postes actifs de Gery Joseph Sadzewicz
| Sociétés | Poste | Début |
|---|---|---|
Fusion Capital LLC (SC)
 Fusion Capital LLC (SC) Investment ManagersFinance Fusion Capital LLC is an independent, SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2010 and principally owned by Jason Mengel and Dan Webster. Fusion Capital offers a variety of financial services to individuals and high-net-worth individuals, trusts, retirement plans, pension and profit-sharing plans, charitable organizations, corporations, partnerships, and other legal entities. | Compliance Officer | 01/09/2010 |
FORUM Solutions Group LLC
 FORUM Solutions Group LLC Investment ManagersFinance FORUM Solutions Group LLC, dba FORUM Private Client Group (FORUM), is a SEC-registered investment advisor headquartered in Fishers, Indiana. The firm is principally owned by Forum Credit Union. FORUM provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts. | Compliance Officer | - |
Anciens postes connus de Gery Joseph Sadzewicz
| Sociétés | Poste | Fin |
|---|---|---|
Virtue Capital Management LLC
 Virtue Capital Management LLC Investment ManagersFinance Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors. | Compliance Officer | 01/01/2016 |
Interocean Financial Group LLC
 Interocean Financial Group LLC Investment ManagersFinance Interocean Financial Group LLC is a company based in Chicago, IL. | Corporate Officer/Principal | 01/06/2009 |
Giuliani Capital Advisors LLC
 Giuliani Capital Advisors LLC Miscellaneous Commercial ServicesCommercial Services Giuliani Capital Advisors LLC provided consulting services. The company was headquartered in New York, NY. | Corporate Officer/Principal | 01/04/2006 |
Formation de Gery Joseph Sadzewicz
| DePaul University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fusion Capital LLC (SC)
Fusion Capital LLC (SC) Investment ManagersFinance Fusion Capital LLC is an independent, SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2010 and principally owned by Jason Mengel and Dan Webster. Fusion Capital offers a variety of financial services to individuals and high-net-worth individuals, trusts, retirement plans, pension and profit-sharing plans, charitable organizations, corporations, partnerships, and other legal entities. | Finance |
Virtue Capital Management LLC
Virtue Capital Management LLC Investment ManagersFinance Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors. | Finance |
Interocean Financial Group LLC
Interocean Financial Group LLC Investment ManagersFinance Interocean Financial Group LLC is a company based in Chicago, IL. | Finance |
Giuliani Capital Advisors LLC
Giuliani Capital Advisors LLC Miscellaneous Commercial ServicesCommercial Services Giuliani Capital Advisors LLC provided consulting services. The company was headquartered in New York, NY. | Commercial Services |
FORUM Solutions Group LLC
FORUM Solutions Group LLC Investment ManagersFinance FORUM Solutions Group LLC, dba FORUM Private Client Group (FORUM), is a SEC-registered investment advisor headquartered in Fishers, Indiana. The firm is principally owned by Forum Credit Union. FORUM provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts. | Finance |
