AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GS

Gery J. Sadzewicz

CLEARVIEW WEALTH SOLUTIONS
Barrington, IL 60010
Some features on this profile are disabled
CRD#: 1090963
GS

Professional 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 83 firms and has passed the Series 63, Series 65, Series 79TO, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 4, Series 53, Series 27, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gery Joseph Sadzewicz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 16, 2014 - Present

CLEARVIEW WEALTH SOLUTIONS, LLC

Office #1: 2 Ascot Lane, Barrington, IL 60010
RIA
CRD#: 171996
Barrington, IL
Current

September 22, 2014 - Present

LAUREATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 172519
PLAINFIELD, IL
Current

March 11, 2021 - Present

REBELLION CAPITAL ADVISORS, LLC

RIA
CRD#: 282679
Plainfield, IL
Current

March 24, 2021 - Present

NAJARIAN FAMILY OFFICE, LLC

RIA
CRD#: 282209
Plainfield, IL
Current

May 2, 2014 - Present

AEG CAPITAL, LLC

Office #1: 200 W. Madison Street, Suite 2410, Chicago, IL 60606
BD
CRD#: 168097
Chicago, IL
Current

March 24, 2015 - Present

PACTOLUS CAPITAL PARTNERS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182
BD
CRD#: 7518
Vienna, VA
Current

July 2, 2019 - Present

DONNELLY PENMAN & PARTNERS

Office #1: 63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236
BD
CRD#: 104448
GROSSE POINTE WOODS, MI
Current

July 15, 2021 - Present

LANDAAS & COMPANY

Office #1: 411 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202
RIA
BD
CRD#: 47487
Milwaukee, WI
Current

June 27, 2022 - Present

DEER ISLE CAPITAL, LLC

Office #1: 18 Good Friend Drive, East Hampton, NY 11937
BD
CRD#: 146269
EAST HAMPTON, NY
Current

January 29, 2024 - Present

TITLEIST CAPITAL, LLC

Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258
BD
CRD#: 126136
SAN ANTONIO, TX
Current

August 27, 2025 - Present

CAPELLA SECURITIES LLC

Office #1: 1117 State Street, Santa Barbara, CA 93101
BD
CRD#: 174167
SANTA BARBARA, CA
Past

March 25, 2022 - January 2, 2025

RPR FINANCIAL

RIA
CRD#: 316557
Plainfield, IL
Past

October 27, 2020 - June 29, 2021

BRG CAPSTONE CAPITAL ADVISORS

BD
CRD#: 282519
NASHVILLE, TN
Past

September 11, 2019 - February 6, 2020

CARTER FINANCIAL GROUP, INC.

RIA
CRD#: 301025
BARRINGTON, IL
Past

January 16, 2019 - February 21, 2019

OAKSTONE FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 299749
GAHANNA, OH
Past

June 19, 2018 - August 26, 2024

SOUTHERN WEALTH SECURITIES, LLC

BD
CRD#: 291005
DALLAS, TX
Past

May 29, 2018 - November 11, 2019

FLINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 297303
PLAINFIELD, IL
Past

January 2, 2018 - May 21, 2018

HILLTOP WEALTH & TAX SOLUTIONS

RIA
CRD#: 290981
MISHAWAKA, IN
Past

November 17, 2017 - July 31, 2018

VERACITY WEALTH MANAGEMENT LLC

RIA
CRD#: 290625
OAKBROOK TERRACE, IL
Past

March 15, 2017 - November 15, 2019

JYH, LLC

RIA
CRD#: 287791
PLAINFIELD, IL
Past

February 16, 2017 - February 27, 2025

HALO SECURITIES, LLC

BD
CRD#: 279029
CHICAGO, IL
Past

February 8, 2017 - July 31, 2018

BROADWATER ADVISORS, LLC

RIA
CRD#: 286577
PLAINFIELD, IL
Past

January 5, 2017 - January 25, 2024

HARBOR WEALTH MANAGEMENT, LLC

RIA
CRD#: 153527
plainfield, IL
Past

January 3, 2017 - February 14, 2017

EMBERHOUSE, LLC

RIA
CRD#: 285781
CHICAGO, IL
Past

November 7, 2016 - August 6, 2018

STONEBRIDGE WEALTH MANAGEMENT LLC

RIA
CRD#: 285693
OAK BROOK, IL
Past

October 7, 2016 - March 8, 2018

RECON CAPITAL

RIA
CRD#: 159657
Plainfield, IL
Past

September 13, 2016 - November 28, 2023

STEVARD LLC

RIA
CRD#: 285189
CHICAGO, IL
Past

July 11, 2016 - May 21, 2018

OCEAN PARK SECURITIES, LLC

BD
CRD#: 282608
EDINA, MN
Past

May 25, 2016 - January 25, 2024

VIRTUE ASSET MANAGEMENT LLC

RIA
CRD#: 283438
plainfield, IL
Past

April 1, 2016 - December 31, 2016

QSV EQUITY INVESTORS LLC

RIA
CRD#: 283060
OAKBROOK TERRACE, IL
Past

January 27, 2016 - October 30, 2018

BOWER HILL CAPITAL MANAGEMENT LLC

RIA
CRD#: 281840
plainfield, IL
Past

November 12, 2015 - March 10, 2022

IASG ALTERNATIVES, LLC

BD
CRD#: 175478
Chicago, IL
Past

October 15, 2015 - December 31, 2016

SWS PARTNERS, LLC

RIA
CRD#: 281838
COLUMBUS, OH
Past

August 25, 2015 - January 25, 2024

ORCHARD CAPITAL MANAGEMENT, LLC

RIA
CRD#: 269957
PLAINFIELD, IL
Past

September 19, 2014 - September 22, 2014

BETAFRONTIER

RIA
CRD#: 137386
PLAINFIELD, IL
Past

September 15, 2014 - May 28, 2025

83RD ST. WEALTH MANAGEMENT, LLC

RIA
CRD#: 172115
SOUTH BARRINGTON, IL
Past

August 14, 2014 - January 18, 2017

FORT DEARBORN CAPITAL ADVISORS, LLC

BD
CRD#: 168785
CHICAGO, IL
Past

April 21, 2014 - January 25, 2024

LEFT BRAIN WEALTH MANAGEMENT, LLC

RIA
CRD#: 170348
NAPERVILLE, IL
Past

February 27, 2014 - January 25, 2024

ACORN WEALTH ADVISORS, LLC

RIA
CRD#: 170462
GRAND BLANC, MI
Past

January 30, 2014 - October 6, 2014

WEALTHSTAR ADVISORS, LLC

RIA
CRD#: 164957
PLAINFIELD, IL
Past

January 13, 2014 - January 25, 2024

VITAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 156455
PLAINFIELD, IL
Past

September 9, 2013 - January 25, 2024

TETLEY INVESTMENTS, LLC

RIA
CRD#: 164130
PLAINFIELD, IL
Past

January 25, 2013 - January 29, 2021

U.S. FINANCIAL ADVISORS

RIA
CRD#: 108763
WILMINGTON, DE
Past

April 25, 2012 - July 12, 2012

BEST DIRECT SECURITIES, LLC

BD
CRD#: 146053
CEDAR FALLS, IA
Past

April 24, 2012 - May 31, 2023

PREMISE CAPITAL, LLC

RIA
CRD#: 162430
AURORA, IL
Past

April 19, 2012 - December 31, 2021

BRIDGEPORTFOLIO, INC.

RIA
CRD#: 114312
CHICAGO, IL
Past

April 18, 2012 - January 25, 2024

ROTHSCHILD WEALTH LLC

RIA
CRD#: 162442
OAKBROOK, IL
Past

April 3, 2012 - March 30, 2023

POEHLING CAPITAL MANAGEMENT, INC.

RIA
CRD#: 131668
MADISON, WI
Past

December 2, 2011 - November 9, 2012

HERITAGE CAPITAL MANAGEMENT INC

RIA
CRD#: 110383
EVERGREEN, CO
Past

December 1, 2011 - January 20, 2012

CLEMENT STREET CAPITAL LLC

RIA
CRD#: 159684
PLAINFIELD, IL
Past

November 28, 2011 - January 25, 2024

CENTERPOINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 119656
Plainfield, IL
Past

September 15, 2011 - March 27, 2014

FIVE STAR CAPITAL ADVISORS, LLC

RIA
CRD#: 157952
BELLEVUE, WA
Past

July 21, 2011 - September 7, 2011

STUDIO INVESTMENT MANAGEMENT

RIA
CRD#: 158489
CHICAGO, IL
Past

June 9, 2011 - December 31, 2016

HARBOR WEALTH MANAGEMENT, LLC

RIA
CRD#: 153527
PLAINFIELD, IL
Past

May 23, 2011 - December 31, 2014

AHM ASSET MANAGEMENT, LLC

RIA
CRD#: 108935
ST LOUIS, MO
Past

May 11, 2011 - July 13, 2011

RISLEY CAPITAL MANAGEMENT LLC

RIA
CRD#: 157271
WILDWOOD, MO
Past

April 26, 2011 - December 31, 2016

CLEAR PERSPECTIVE ADVISORS, LLC

RIA
CRD#: 157447
ST. CHARLES, IL
Past

April 4, 2011 - January 17, 2012

PIERSHALE FINANCIAL GROUP, INC.

RIA
CRD#: 156862
CRYSTAL LAKE, IL
Past

March 8, 2011 - March 23, 2017

CLA FINANCIAL ADVISORS, LLC

RIA
CRD#: 156438
PLAINFIELD, IL
Past

March 7, 2011 - January 25, 2024

AVOCET CAPITAL MANAGEMENT LLC

RIA
CRD#: 156261
NORTHBROOK, IL
Past

January 29, 2011 - February 22, 2021

PACTOLUS

RIA
CRD#: 155195
PLAINFIELD, IL
Past

October 14, 2010 - July 10, 2015

P & M CORPORATE FINANCE, LLC

BD
CRD#: 129624
CHICAGO, IL
Past

September 20, 2010 - January 25, 2024

FUSION CAPITAL, LLC

RIA
CRD#: 154726
PLAINFIELD, IL
Past

September 7, 2010 - October 3, 2014

RAINMAKER SECURITIES, LLC

BD
CRD#: 132995
CORAL GABLES, FL
Past

June 28, 2010 - December 31, 2016

CHOU AMERICA MANAGEMENT INC.

RIA
CRD#: 152093
PLAINFIELD, IL
Past

June 9, 2010 - July 1, 2013

RIVER STREET ADVISORS, LLC

RIA
CRD#: 153537
PLAINFIELD, IL
Past

May 7, 2010 - April 9, 2011

FIDUCIARY FIRST ADVISORS, LLC

RIA
CRD#: 153645
PLAINFIELD, IL
Past

May 4, 2010 - December 31, 2010

HARBOR WEALTH MANAGEMENT, LLC

RIA
CRD#: 153527
GREEN BAY, WI
Past

April 28, 2010 - December 2, 2020

PROVIDENCE WEALTH ADVISORS, LLC

RIA
CRD#: 153646
FRANKFORT, IL
Past

March 18, 2010 - June 27, 2014

ENCOMPASS WEALTH MANAGEMENT LLC

RIA
CRD#: 152987
PLAINFIELD, IL
Past

March 9, 2010 - October 25, 2023

SOUTHERN WEALTH MANAGEMENT LLP

RIA
CRD#: 134714
PLAINFIELD, IL
Past

December 10, 2009 - May 5, 2015

KINGSBURY, LLC

BD
CRD#: 147102
EVANSTON, IL
Past

October 26, 2009 - December 13, 2023

CORNERSTONE FINANCIAL PLANNING, INC.

RIA
CRD#: 151866
PLAINFIELD, IL
Past

October 5, 2009 - December 31, 2018

DLS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 151217
PLAINFIELD, IL
Past

October 2, 2009 - November 21, 2013

TWOMBLY ASSET MANAGEMENT LLC

RIA
CRD#: 151610
PLAINFIELD, IL
Past

July 8, 2009 - January 4, 2010

BREWER INVESTMENT ADVISORS LLC

RIA
CRD#: 134631
CHICAGO, IL
Past

July 7, 2009 - January 4, 2010

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
CHICAGO, IL
Past

May 5, 2009 - April 26, 2011

ARVCO FINANCIAL VENTURES, LLC

BD
CRD#: 148204
STATELINE, NV
Past

May 29, 2007 - July 2, 2007

GIULIANI CAPITAL ADVISORS LLC

BD
CRD#: 111140
CHICAGO, IL
Past

December 8, 2006 - August 13, 2009

INTEROCEAN SECURITIES LLC

BD
CRD#: 141077
CHICAGO, IL
Past

May 9, 2006 - October 6, 2009

INTEROCEAN WEALTH MANAGEMENT LLC

RIA
CRD#: 140456
CHICAGO, IL
Past

December 2, 2002 - November 25, 2003

EADVISOR, INC.

RIA
CRD#: 109536
CHICAGO, IL
Past

June 22, 2001 - November 30, 2006

GIULIANI CAPITAL ADVISORS LLC

BD
CRD#: 111140
CHICAGO, IL
Past

January 2, 1998 - November 25, 2003

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
CHICAGO, IL
Past

October 5, 1988 - October 20, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 27, 1986 - March 7, 1987

BMO CAPITAL MARKETS GKST INC.

BD
CRD#: 8352
Past

January 19, 1983 - April 28, 1986

CIBC WORLD MARKETS CORP.

BD
CRD#: 630

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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)

Exams

State Security Law Exam
RR
Series 63
Date: 4/5/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/15/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/12/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/23/2006
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 4/30/2001
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/11/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/3/1988
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm

LW
LAUREATE WEALTH MANAGEMENT, LLC
LAUREATE WEALTH MANAGEMENT, LLC

CRD#: 172519 / SEC#:

Illinois
Registered Investment Advisory firm - (9/22/2014 Approved)
Texas
Registered Investment Advisory firm - (10/9/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
460 N. Main Street Suite 304, Glen Ellyn, IL 60137
Mailing Address
Phone number
(312) 300-6765
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts120
AUM (Assets Under Management)$ 102,758,373

Red Flags

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.

Company Information

LAUREATE WEALTH MANAGEMENT, LLC

CRD#: 172519Barrington, IL 60010

TRUST BUT VERIFY

Monitor Gery Sadzewicz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AM
Allison MoranAdvisorCheck Check Mark
ONEAMERICA SECURITIES, INC.
RR
Lincolnshire, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics