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JG

Jerome-francis S. Gristina

ACADIA WEALTH ADVISORS
Charlottesville, VA
Some features on this profile are disabled
CRD#: 2649925
JG

Professional summary


Jerome-francis Schley Gristina, who also goes by Francis Gristina, Frank Gristina, Jerome F Schley Gristina, Jerome S Gristina, Jerome Schley Gristina, is a registered financial advisor currently at ACADIA WEALTH ADVISORS located in Charlottesville, Virginia.

Jerome-francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jerome-francis has worked at 6 firms and has passed the Series 65, Series 63, Series 87, Series 86, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Francis Gristina | Frank Gristina | Jerome F Schley Gristina | Jerome S Gristina | Jerome Schley Gristina

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jerome-francis Schley Gristina'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

December 22, 2010 - Present

ACADIA WEALTH ADVISORS

RIA
CRD#: 155698
Charlottesville, VA
Past

March 3, 2003 - November 27, 2006

AVONDALE PARTNERS, LLC

BD
CRD#: 46838
NASHVILLE, TN
Past

July 27, 2001 - February 27, 2003

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

June 1, 1999 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

June 19, 1998 - May 19, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

March 13, 1996 - October 8, 1997

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/22/2010)
IAR
Tennessee
(8/26/2011)
IAR
Texas
(2/10/2015)
IAR
Virginia
(5/29/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/29/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ACADIA WEALTH ADVISORS
ACADIA WEALTH ADVISORS | TELL-TALE INVESTMENT ADVISORS | TELL-TALE CAPITAL CORP | GROWTH AT THE RIGHT YIELD INVESTING | GARY INVESTING | G@RY INVESTING

CRD#: 155698 / SEC#:

Georgia
Registered Investment Advisory firm - (11/15/2010 Approved)
Tennessee
Registered Investment Advisory firm - (8/25/2011 Approved)
Texas
Registered Investment Advisory firm - (2/9/2015 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (5/29/2015 Approved)
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Contact information


Main Address
Charlottesville, VA
Mailing Address
Phone number
(615) 268-4678
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 40,683,779

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


ACADIA WEALTH ADVISORS

CRD#: 155698Charlottesville, VA

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