Gerame J. Homsany
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerame Joseph Homsany was a registered financial professional .
Gerame is a previously registered financial professional and started their career in finance in 2008. Gerame had worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2019 - May 29, 2020
SEABIRD INVESTMENT PARTNERS
February 21, 2012 - January 30, 2013
MSEC, LLC
January 18, 2011 - January 30, 2013
MARINER WEALTH
May 24, 2010 - May 26, 2011
CBIZ WEALTH MANAGEMENT, LLC
March 25, 2009 - May 27, 2011
CBIZ FINANCIAL SOLUTIONS, INC.
June 27, 2008 - February 23, 2012
CBIZ FINANCIAL SOLUTIONS, INC.
Primary Firm SEC Registration
SEABIRD INVESTMENT PARTNERS
CRD#: 284125 / SEC#: 801-107954
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SEABIRD INVESTMENT PARTNERS
CRD#: 284125 / SEC#: 801-107954
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 354,355,170 |
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.
