GS
Gery Joseph Sadzewicz
CLEARVIEW WEALTH SOLUTIONS
BARRINGTON, IL
·CRD# 1090963·42 years experienceProfessional Summary
Gery Joseph Sadzewicz is a registered financial advisor currently at CLEARVIEW WEALTH SOLUTIONS, LLC located in Barrington, Illinois and LAUREATE WEALTH MANAGEMENT, LLC located in Plainfield, Illinois. Gery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Gery has worked at 84 firms and has passed the Series 63, Series 65, Series 79TO, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 4,...
At a Glance
Advisory Accounts Only
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Years of Experience
42 years in the financial services industry
Current & Past Employments
CLEARVIEW WEALTH SOLUTIONS, LLC·CRD# 171996
1. 2 Ascot Lane, Barrington, IL 600102. Plainfield, ILRIA
LAUREATE WEALTH MANAGEMENT, LLC·CRD# 172519
Plainfield, ILRIA
REBELLION ASSET MANAGEMENT, LLC·CRD# 282209
Plainfield, ILRIA
AEG CAPITAL, LLC·CRD# 168097
200 W. Madison Street, Suite 2410, Chicago, IL 60606BD
PACTOLUS CAPITAL PARTNERS·CRD# 7518
8614 Westwood Center Drive Suite 620, Vienna, VA 22182BD
DONNELLY PENMAN & PARTNERS·CRD# 104448
63 Kercheval Avenue, Suite 112, Grosse Pointe Farms, MI 48236BD
DEER ISLE CAPITAL, LLC·CRD# 146269
18 Good Friend Drive, East Hampton, NY 11937BD
TITLEIST CAPITAL, LLC·CRD# 126136
777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258BD
LEMLEY, YARLING & CO.·CRD# 18234
3051 Alderbrook Dr, Independence, KY 41051BD
CAPELLA SECURITIES LLC·CRD# 174167
Smithtown, NYBD
RPR FINANCIAL·CRD# 316557
Plainfield, ILRIA
LANDAAS & COMPANY·CRD# 47487
Milwaukee, WIBD
REBELLION CAPITAL ADVISORS, LLC·CRD# 282679
Plainfield, ILRIA
BRG CAPSTONE CAPITAL ADVISORS·CRD# 282519
Nashville, TNBD
CARTER FINANCIAL GROUP, INC.·CRD# 301025
Barrington, ILRIA
OAKSTONE FINANCIAL MANAGEMENT, LLC·CRD# 299749
Gahanna, OHRIA
SOUTHERN WEALTH SECURITIES, LLC·CRD# 291005
Dallas, TXBD
FLINT WEALTH MANAGEMENT, LLC·CRD# 297303
Plainfield, ILRIA
HILLTOP WEALTH & TAX SOLUTIONS·CRD# 290981
Mishawaka, INRIA
VERACITY WEALTH MANAGEMENT LLC·CRD# 290625
Oakbrook Terrace, ILRIA
JYH, LLC·CRD# 287791
Plainfield, ILRIA
HALO SECURITIES, LLC·CRD# 279029
Chicago, ILBD
BROADWATER ADVISORS, LLC·CRD# 286577
Plainfield, ILRIA
HARBOR WEALTH MANAGEMENT, LLC·CRD# 153527
Plainfield, ILRIA
EMBERHOUSE, LLC·CRD# 285781
Chicago, ILRIA
STONEBRIDGE WEALTH MANAGEMENT LLC·CRD# 285693
Oak Brook, ILRIA
RECON CAPITAL·CRD# 159657
Plainfield, ILRIA
STEVARD LLC·CRD# 285189
Chicago, ILRIA
OCEAN PARK SECURITIES, LLC·CRD# 282608
Edina, MNBD
VIRTUE ASSET MANAGEMENT LLC·CRD# 283438
Plainfield, ILRIA
QSV EQUITY INVESTORS LLC·CRD# 283060
Oakbrook Terrace, ILRIA
BOWER HILL CAPITAL MANAGEMENT LLC·CRD# 281840
Plainfield, ILRIA
IASG ALTERNATIVES, LLC·CRD# 175478
Chicago, ILBD
SWS PARTNERS, LLC·CRD# 281838
Columbus, OHRIA
ORCHARD CAPITAL MANAGEMENT, LLC·CRD# 269957
Plainfield, ILRIA
BETAFRONTIER·CRD# 137386
Plainfield, ILRIA
83RD ST. WEALTH MANAGEMENT, LLC·CRD# 172115
South Barrington, ILRIA
FORT DEARBORN CAPITAL ADVISORS, LLC·CRD# 168785
Chicago, ILBD
LEFT BRAIN WEALTH MANAGEMENT, LLC·CRD# 170348
Naperville, ILRIA
ACORN WEALTH ADVISORS, LLC·CRD# 170462
Grand Blanc, MIRIA
WEALTHSTAR ADVISORS, LLC·CRD# 164957
Plainfield, ILRIA
VITAL WEALTH MANAGEMENT, LLC·CRD# 156455
Plainfield, ILRIA
TETLEY INVESTMENTS, LLC·CRD# 164130
Plainfield, ILRIA
U.S. FINANCIAL ADVISORS·CRD# 108763
Wilmington, DERIA
BEST DIRECT SECURITIES, LLC·CRD# 146053
Cedar Falls, IABD
PREMISE CAPITAL, LLC·CRD# 162430
Aurora, ILRIA
BRIDGEPORTFOLIO, INC.·CRD# 114312
Chicago, ILRIA
ROTHSCHILD WEALTH LLC·CRD# 162442
Oakbrook, ILRIA
POEHLING CAPITAL MANAGEMENT, INC.·CRD# 131668
Madison, WIRIA
HERITAGE CAPITAL MANAGEMENT INC·CRD# 110383
Evergreen, CORIA
CLEMENT STREET CAPITAL LLC·CRD# 159684
Plainfield, ILRIA
CENTERPOINT WEALTH MANAGEMENT, LLC·CRD# 119656
Plainfield, ILRIA
FIVE STAR CAPITAL ADVISORS, LLC·CRD# 157952
Bellevue, WARIA
STUDIO INVESTMENT MANAGEMENT·CRD# 158489
Chicago, ILRIA
HARBOR WEALTH MANAGEMENT, LLC·CRD# 153527
Plainfield, ILRIA
AHM ASSET MANAGEMENT, LLC·CRD# 108935
St Louis, MORIA
RISLEY CAPITAL MANAGEMENT LLC·CRD# 157271
Wildwood, MORIA
CLEAR PERSPECTIVE ADVISORS, LLC·CRD# 157447
St. Charles, ILRIA
PIERSHALE FINANCIAL GROUP, INC.·CRD# 156862
Crystal Lake, ILRIA
CLA FINANCIAL ADVISORS, LLC·CRD# 156438
Plainfield, ILRIA
AVOCET CAPITAL MANAGEMENT LLC·CRD# 156261
Northbrook, ILRIA
PACTOLUS·CRD# 155195
Plainfield, ILRIA
P & M CORPORATE FINANCE, LLC·CRD# 129624
Chicago, ILBD
FUSION CAPITAL, LLC·CRD# 154726
Plainfield, ILRIA
RAINMAKER SECURITIES, LLC·CRD# 132995
Coral Gables, FLBD
CHOU AMERICA MANAGEMENT INC.·CRD# 152093
Plainfield, ILRIA
RIVER STREET ADVISORS, LLC·CRD# 153537
Plainfield, ILRIA
FIDUCIARY FIRST ADVISORS, LLC·CRD# 153645
Plainfield, ILRIA
HARBOR WEALTH MANAGEMENT, LLC·CRD# 153527
Green Bay, WIRIA
PROVIDENCE WEALTH ADVISORS, LLC·CRD# 153646
Frankfort, ILRIA
ENCOMPASS WEALTH MANAGEMENT LLC·CRD# 152987
Plainfield, ILRIA
SOUTHERN WEALTH MANAGEMENT LLP·CRD# 134714
Plainfield, ILRIA
KINGSBURY, LLC·CRD# 147102
Evanston, ILBD
CORNERSTONE FINANCIAL PLANNING, INC.·CRD# 151866
Plainfield, ILRIA
DLS CAPITAL MANAGEMENT, LLC·CRD# 151217
Plainfield, ILRIA
TWOMBLY ASSET MANAGEMENT LLC·CRD# 151610
Plainfield, ILRIA
BREWER INVESTMENT ADVISORS LLC·CRD# 134631
Chicago, ILRIA
BREWER FINANCIAL SERVICES, LLC·CRD# 132558
Chicago, ILBD
ARVCO FINANCIAL VENTURES, LLC·CRD# 148204
Stateline, NVBD
GIULIANI CAPITAL ADVISORS LLC·CRD# 111140
Chicago, ILBD
INTEROCEAN SECURITIES LLC·CRD# 141077
Chicago, ILBD
INTEROCEAN WEALTH MANAGEMENT LLC·CRD# 140456
Chicago, ILRIA
EADVISOR, INC.·CRD# 109536
Chicago, ILRIA
GIULIANI CAPITAL ADVISORS LLC·CRD# 111140
Chicago, ILBD
ERNST & YOUNG INVESTMENT ADVISERS LLP·CRD# 110921
Chicago, ILRIA
CIBC WORLD MARKETS CORP.·CRD# 630
New York, NYBD
BMO CAPITAL MARKETS GKST INC.·CRD# 8352
BD
CIBC WORLD MARKETS CORP.·CRD# 630
BD
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Current Firm
LW
LAUREATE WEALTH MANAGEMENT, LLCCRD#: 172519 / SEC#: 801-136080
LAUREATE WEALTH MANAGEMENT, LLC
RIA
Registered Investment Advisory firm - SEC (4/29/2026 Approved)Illinois
Registered Investment Advisory firm - Illinois (4/29/2026 Terminated)Texas
Registered Investment Advisory firm - Texas (4/29/2026 Terminated)Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).
Contact Information
Main Address
460 N. Main Street Suite 304, Glen Ellyn, IL 60137Phone Number
(312) 300-6765# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
117AUM (Assets Under Management)
$121,931,019Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)GERY SADZEWICZ CONSULTING LLC WAS FORMED TO PROVIDE OUTSOURCED CCO AND RELATED CONSULTING SERVICES FOR IA'S AND BD'S AND TO PROVIDE OUTSOURCED FINOP SERVICES. I AM THE SOLE OWNER AND HAVE PERMISSION FROM THE EMPLOYING FIRMS TO PROVIDE THESE SERVICES. THE FIRMS THAT I SERVE AS AN OFFICER FOR ARE DISCLOSED IN THE EMPLOYMENT HISTORY SECTION OF MY FORM U-4. Mr. SADZEWICZ DEVOTES APPROXIMATELY 160-180 HRS PER MONTH TO THIS BUSINESS
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LAUREATE WEALTH MANAGEMENT, LLCCRD#: 172519 / SEC#: 801-136080
LAUREATE WEALTH MANAGEMENT, LLC
RIA
Registered Investment Advisory firm - SEC (4/29/2026 Approved)Illinois
Registered Investment Advisory firm - Illinois (4/29/2026 Terminated)Texas
Registered Investment Advisory firm - Texas (4/29/2026 Terminated)Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
RR
IAR
California(3/4/2026)
RR
Illinois(5/15/2014)
IAR
Illinois(9/16/2014)
RR
Texas(2/5/2024)
RR
Virginia(3/25/2015)
IAR
Virginia(3/24/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1988FINRA
SRO Registrations
SRO Registrations
FINRA
SRO Registrations
SRO Registrations
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Gery Joseph Sadzewicz's CRS (Customer Relationship Summary).
Similar Advisors
Dana Rose Arvanites
THE DALA GROUP, LLC
AM
Allison M Moran
ONEAMERICA SECURITIES, INC.
GS
Follow Gery
Get alerted to job moves, licensing changes, and new disclosuresFree — no card required
