Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,771 clients
Average Client Portfolio
$974K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable and vary based on account type, securities, value, trading activity, and required expertise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 Ascot Lane, Barrington, IL, 60010
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gery is the sole owner of Gery Sadzewicz Consulting LLC, which provides outsourced CCO, FINOP, and related consulting services for IAs and BDs. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Capella Securities LLC
August 2025 - Present · 7 mos
Capella Securities LLCBroker
August 2025 - Present · 7 mos
Titleist Capital, LLC
January 2024 - Present · 2 yrs 2 mos
Titleist Capital, LLCBroker
January 2024 - Present · 2 yrs 2 mos
Deer Isle Capital, LLCBroker
June 2022 - Present · 3 yrs 9 mos
Deer Isle Capital, LLC
June 2022 - Present · 3 yrs 9 mos
Landaas & CompanyBroker
July 2021 - Present · 4 yrs 8 mos
Landaas & Company
July 2021 - Present · 4 yrs 8 mos
Najarian Family Office, LLC
March 2021 - Present · 5 yrs
Rebellion Capital Advisors, LLC
March 2021 - Present · 5 yrs
Donnelly Penman & PartnersBroker
July 2019 - Present · 6 yrs 8 mos
Donnelly Penman & Partners
July 2019 - Present · 6 yrs 8 mos
Pactolus Capital Partners
March 2015 - Present · 11 yrs
Pactolus Capital PartnersBroker
March 2015 - Present · 11 yrs
Laureate Wealth Management, LLC
September 2014 - Present · 11 yrs 6 mos
Clearview Wealth Solutions, LLC
September 2014 - Present · 11 yrs 6 mos
Aeg Capital, LLC
May 2014 - Present · 11 yrs 10 mos
Aeg Capital, LLCBroker
May 2014 - Present · 11 yrs 10 mos
Previous Registrations
Rpr Financial
March 2022 - January 2025 · 2 yrs 10 mos
Brg Capstone Capital AdvisorsBroker
October 2020 - June 2021 · 8 mos
Carter Financial Group, INC.
September 2019 - February 2020 · 5 mos
Oakstone Financial Management, LLC
January 2019 - February 2019 · 1 mo
Southern Wealth Securities, LLCBroker
June 2018 - August 2024 · 6 yrs 2 mos
Flint Wealth Management, LLC
May 2018 - November 2019 · 1 yr 6 mos
Hilltop Wealth Solutions
January 2018 - May 2018 · 4 mos
Veracity Wealth Management LLC
November 2017 - July 2018 · 8 mos
Jyh, LLC
March 2017 - November 2019 · 2 yrs 8 mos
Halo Securities, LLCBroker
February 2017 - February 2025 · 8 yrs
Broadwater Advisors, LLC
February 2017 - July 2018 · 1 yr 5 mos
Harbor Wealth Management, LLC
January 2017 - January 2024 · 7 yrs
Emberhouse, LLC
January 2017 - February 2017 · 1 mo
Stonebridge Wealth Management LLC
November 2016 - August 2018 · 1 yr 9 mos
Recon Capital
October 2016 - March 2018 · 1 yr 5 mos
Stevard LLC
September 2016 - November 2023 · 7 yrs 2 mos
Stevard LLC
September 2016 - December 2016 · 3 mos
Ocean Park Securities, LLCBroker
July 2016 - May 2018 · 1 yr 10 mos
Virtue Asset Management LLC
May 2016 - January 2024 · 7 yrs 8 mos
Ballast Equity Management
April 2016 - December 2016 · 8 mos
Bower Hill Capital Management LLC
January 2016 - October 2018 · 2 yrs 9 mos
Iasg Alternatives, LLCBroker
November 2015 - March 2022 · 6 yrs 4 mos
Sws Partners, LLC
October 2015 - December 2016 · 1 yr 2 mos
Orchard Capital Management, LLC
August 2015 - January 2024 · 8 yrs 5 mos
Betafrontier
September 2014 - September 2014 · 0 mos
83rd St. Wealth Management, LLC
September 2014 - May 2025 · 10 yrs 8 mos
Fort Dearborn Capital Advisors, LLCBroker
August 2014 - January 2017 · 2 yrs 5 mos
Left Brain Wealth Management, LLC
April 2014 - January 2024 · 9 yrs 9 mos
Acorn Wealth Advisors, LLC
February 2014 - January 2024 · 9 yrs 11 mos
Wealthstar Advisors, LLC
January 2014 - October 2014 · 9 mos
Vital Wealth Management, LLC
January 2014 - January 2024 · 10 yrs
Tetley Investments, LLC
September 2013 - January 2024 · 10 yrs 4 mos
U.S. Wealth Management
January 2013 - January 2021 · 8 yrs
Best Direct Securities, LLCBroker
April 2012 - July 2012 · 3 mos
Premise Capital, LLC
April 2012 - May 2023 · 11 yrs 1 mo
Bridgeportfolio, INC.
April 2012 - December 2021 · 9 yrs 8 mos
Sentinus, LLC
April 2012 - January 2024 · 11 yrs 9 mos
Sentinus, LLC
April 2012 - December 2017 · 5 yrs 8 mos
Poehling Capital Management, INC.
April 2012 - March 2023 · 10 yrs 11 mos
Heritage Capital Management INC
December 2011 - November 2012 · 11 mos
Clement Street Capital LLC
December 2011 - January 2012 · 1 mo
Centerpoint Wealth Management, LLC
November 2011 - January 2024 · 12 yrs 2 mos
Five Star Capital Advisors, LLC
September 2011 - March 2014 · 2 yrs 6 mos
Studio Investment Management
July 2011 - September 2011 · 2 mos
Harbor Wealth Management, LLC
June 2011 - December 2016 · 5 yrs 6 mos
Ahm Asset Management, LLC
May 2011 - December 2014 · 3 yrs 7 mos
Risley Capital Management, LLC
May 2011 - July 2011 · 2 mos
Clear Perspective Advisors, LLC
April 2011 - December 2016 · 5 yrs 8 mos
Piershale Financial Group, INC.
April 2011 - January 2012 · 9 mos
Cla Financial Advisors, LLC
March 2011 - March 2017 · 6 yrs
Avocet Capital Management LLC
March 2011 - January 2024 · 12 yrs 10 mos
Pactolus
January 2011 - February 2021 · 10 yrs 1 mo
P & M Corporate Finance, LLCBroker
October 2010 - July 2015 · 4 yrs 9 mos
Fusion Capital, LLC
September 2010 - January 2024 · 13 yrs 4 mos
Rainmaker Securities, LLCBroker
September 2010 - October 2014 · 4 yrs 1 mo
Chou America Management INC.
June 2010 - December 2016 · 6 yrs 6 mos
River Street Advisors, LLC
June 2010 - July 2013 · 3 yrs 1 mo
Financial Fiduciaries, LLC
May 2010 - April 2011 · 11 mos
Harbor Wealth Management, LLC
May 2010 - December 2010 · 7 mos
Providence Wealth Advisors, LLC
April 2010 - December 2020 · 10 yrs 8 mos
Providence Wealth Advisors, LLC
April 2010 - December 2017 · 7 yrs 8 mos
Encompass Wealth Management LLC
March 2010 - June 2014 · 4 yrs 3 mos
Southern Wealth Management LLP
March 2010 - October 2023 · 13 yrs 7 mos
Kingsbury, LLCBroker
December 2009 - May 2015 · 5 yrs 5 mos
Cornerstone Financial Planning, INC.
October 2009 - December 2023 · 14 yrs 2 mos
Dls Capital Management, LLC
October 2009 - December 2018 · 9 yrs 2 mos
Twombly Asset Management LLC
October 2009 - November 2013 · 4 yrs 1 mo
Brewer Investment Advisors LLC
July 2009 - January 2010 · 6 mos
Brewer Financial Services, LLCBroker
July 2009 - January 2010 · 6 mos
Arvco Financial Ventures, LLCBroker
May 2009 - April 2011 · 1 yr 11 mos
Giuliani Capital Advisors LLCBroker
May 2007 - July 2007 · 2 mos
Interocean Securities LLCBroker
December 2006 - August 2009 · 2 yrs 8 mos
Interocean Wealth Management LLC
May 2006 - October 2009 · 3 yrs 5 mos
Eadvisor, INC.
December 2002 - November 2003 · 11 mos
Giuliani Capital Advisors LLCBroker
June 2001 - November 2006 · 5 yrs 5 mos
Ernst & Young Investment Advisers LLP
January 1998 - November 2003 · 5 yrs 10 mos
Oppenheimer & CO., INC.Broker
October 1988 - October 1997 · 9 yrs
Griffin, Kubik, Stephens & Thompson, INC.Broker
March 1986 - March 1987 · 1 yr
Oppenheimer & CO., INC.Broker
January 1983 - April 1986 · 3 yrs 3 mos
State Registrations3 states
ILTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.