Gery Joseph Sadzewicz
Compliance Officer at Fusion Capital LLC (SC)
Profile
Gery Joseph Sadzewicz is currently the Chief Compliance Officer at FORUM Solutions Group LLC and Fusion Capital LLC (SC).
He previously worked as the Chief Compliance Officer at Giuliani Capital Advisors LLC from 2004 to 2006, at Interocean Financial Group LLC from 2006 to 2009, and as a Consultant at Virtue Capital Management LLC from 2014 to 2016.
He received his undergraduate degree from DePaul University in 1986.
Gery Joseph Sadzewicz active positions
| Companies | Position | Start |
|---|---|---|
Fusion Capital LLC (SC)
 Fusion Capital LLC (SC) Investment ManagersFinance Fusion Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mount Pleasant, Carolina. The firm was founded in 2010 and principally owned by Jason Mengel and Dan Webster. Fusion Capital offers a variety of financial services to individuals and high-net-worth individuals, trusts, retirement plans, pension and profit sharing plans, charitable organizations, corporations, partnerships, and other legal entities. | Compliance Officer | 2010-08-31 |
FORUM Solutions Group LLC
 FORUM Solutions Group LLC Investment ManagersFinance FORUM Solutions Group LLC, dba FORUM Private Client Group (FORUM), is a SEC-registered investment advisor headquartered in Fishers, Indiana. The firm is principally owned by Forum Credit Union. FORUM provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts. | Compliance Officer | - |
Former positions of Gery Joseph Sadzewicz
| Companies | Position | End |
|---|---|---|
Virtue Capital Management LLC
 Virtue Capital Management LLC Investment ManagersFinance Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors. | Compliance Officer | 2015-12-31 |
Interocean Financial Group LLC
 Interocean Financial Group LLC Investment ManagersFinance Interocean Financial Group LLC is a company based in Chicago, IL. | Corporate Officer/Principal | 2009-05-31 |
Giuliani Capital Advisors LLC
 Giuliani Capital Advisors LLC Miscellaneous Commercial ServicesCommercial Services Giuliani Capital Advisors LLC provided consulting services. The company was headquartered in New York, NY. | Corporate Officer/Principal | 2006-03-31 |
Training of Gery Joseph Sadzewicz
| DePaul University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Giuliani Capital Advisors LLC
Giuliani Capital Advisors LLC Miscellaneous Commercial ServicesCommercial Services Giuliani Capital Advisors LLC provided consulting services. The company was headquartered in New York, NY. | Commercial Services |
Interocean Financial Group LLC
Interocean Financial Group LLC Investment ManagersFinance Interocean Financial Group LLC is a company based in Chicago, IL. | Finance |
FORUM Solutions Group LLC
FORUM Solutions Group LLC Investment ManagersFinance FORUM Solutions Group LLC, dba FORUM Private Client Group (FORUM), is a SEC-registered investment advisor headquartered in Fishers, Indiana. The firm is principally owned by Forum Credit Union. FORUM provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts. | Finance |
Virtue Capital Management LLC
Virtue Capital Management LLC Investment ManagersFinance Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors. | Finance |
Fusion Capital LLC (SC)
Fusion Capital LLC (SC) Investment ManagersFinance Fusion Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mount Pleasant, Carolina. The firm was founded in 2010 and principally owned by Jason Mengel and Dan Webster. Fusion Capital offers a variety of financial services to individuals and high-net-worth individuals, trusts, retirement plans, pension and profit sharing plans, charitable organizations, corporations, partnerships, and other legal entities. | Finance |
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