Chief Compliance Officer · Titleist Asset Management, LLC
Gery J. Sadzewicz
CRD 1090963 · Named on Form ADV at 41 SEC-registered advisers
At a glance
Titleist Asset Management, LLC, an SEC-registered wealth manager based in SAN Antonio, TX with $2.8 billion in regulatory assets, lists Gery J. Sadzewicz on its Form ADV as Chief Compliance Officer. The SEC filings also name Gery at 40 other registered advisers.
Firms and roles
- Titleist Asset Management, LLCChief Compliance OfficerWealth manager · SAN Antonio, TX · $2.8B in regulatory assets
- Waterloo CapitalChief Compliance OfficerBroker-dealer firm · Austin, TX · $2.3B in regulatory assets
- Rothschild Wealth LLCCCOWealth manager · Oakbrook, IL · $1.7B in regulatory assets
- Sherman PortfoliosChief Compliance OfficerWealth manager · Coeur D'alene, ID · $1.6B in regulatory assets
- Pinkerton Wealth PartnersChief Compliance OfficerWealth manager · Coeur D'alene, ID · $1.4B in regulatory assets
- Isthmus Partners, LLCChief Compliance OfficerWealth manager · Madison, WI · $1.4B in regulatory assets
- Madison PartnersChief Compliance OfficerWealth manager · Madison, WI · $1.3B in regulatory assets
- Kerberrose Wealth Management, LLCChief Compliance OfficerWealth manager · Shawano, WI · $1.2B in regulatory assets
- Intelligent Wealth Solutions LLCChief Compliance OfficerWealth manager · Austin, TX · $961M in regulatory assets
- Pax Financial GroupChief Compliance OfficerWealth manager · SAN Antonio, TX · $747M in regulatory assets
- Walled Lake Planning & Wealth Management, LLCChief Compliance OfficerWealth manager · Highland Park, IL · $732M in regulatory assets
- Providence Wealth Advisors, LLCChief Compliance OfficerWealth manager · Frankfort, IL · $684M in regulatory assets
- Pinnacle Financial Group LLCChief Compliance OfficerWealth manager · Western Springs, IL · $673M in regulatory assets
- Focused Alpha, LLCChief Compliance OfficerWealth manager · Greenwood Village, CO · $664M in regulatory assets
- Midwest Professional Planners, LTD.Chief Compliance OfficerWealth manager · Wausau, WI · $649M in regulatory assets
- Poehling Capital Management, Inc.Chief Compliance OfficerWealth manager · Madison, WI · $591M in regulatory assets
- The Legacy Financial Group, Inc.Chief Compliance OfficerWealth manager · Tulsa, OK · $591M in regulatory assets
- Acorn Wealth Advisors, LLCCCOWealth manager · Grand Blanc, MI · $561M in regulatory assets
- Fusion Capital, LLCChief Compliance OfficerWealth manager · Mt. Pleasant, SC · $492M in regulatory assets
- Certior Financial Group, LLCChief Compliance OfficerWealth manager · King of Prussia, PA · $452M in regulatory assets
- SGL Financial, LLCChief Compliance OfficerWealth manager · Buffalo Grove, IL · $416M in regulatory assets
- Forum Private Client GroupChief Compliance OfficerWealth manager · Fishers, IN · $403M in regulatory assets
- Carter Financial Group, Inc.Chief Compliance OfficerWealth manager · Barrington, IL · $382M in regulatory assets
- Left Brain Wealth Management, LLCChief Compliance OfficerWealth manager · Naperville, IL · $340M in regulatory assets
- Cornerstone Select Advisors, LLCCCOAsset manager · St. Louis, MO · $315M in regulatory assets
- Vital Wealth Management, LLCCCOWealth manager · Rosemont, IL · $301M in regulatory assets
- Kurv Investment Management LLCChief Compliance OfficerAsset manager · SAN Francisco, CA · $279M in regulatory assets
- Schamberger, Greylak & Utterback Wealth Management, LLCChief Compliance OfficerBroker-dealer firm · La Crosse, WI · $236M in regulatory assets
- MPI Wealth Management LLCChief Compliance OfficerWealth manager · Hinsdale, IL · $234M in regulatory assets
- Tetley Investments, LLCChief Compliance OfficerWealth manager · Park Ridge, IL · $194M in regulatory assets
- PactolusChief Compliance OfficerBroker-dealer firm · Vienna, VA · $188M in regulatory assets
- Lloyd Park, LLCChief Compliance OfficerWealth manager · United States · $168M in regulatory assets
- RPR FinancialChief Compliance OfficerWealth manager · Overland Park, KS · $162M in regulatory assets
- Avocet Capital Management LLCChief Compliance OfficerWealth manager · Northbrook, IL · $158M in regulatory assets
- Abridge Partners, LLCChief Compliance OfficerWealth manager · United States · $124M in regulatory assets
- Laureate Wealth Management, LLCChief Compliance OfficerWealth manager · Glen Ellyn, IL · $122M in regulatory assets
- Orchard Capital Management, LLCChief Compliance OfficerAsset manager · Chicago, IL · $112M in regulatory assets
- Significance Capital Management LLCChief Compliance OfficerWealth manager · Milwaukee, WI · $4M in regulatory assets
- Shorebird Capital, LPChief Compliance OfficerAsset manager · SAN Antonio, TX · $0M in regulatory assets
- Logiq Capital LLCChief Compliance OfficerAsset manager · Jersey City, NJ · $0M in regulatory assets
- Rothschild Financial Partners, LLCChief Compliance OfficerAsset manager · Oak Brook, IL · $0M in regulatory assets
AtlasMembers
Gery’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 41 firmsLocked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (107)
- Byron L. FieldsManaging Partner, Titleist Asset Management, LLC
- Joe-Ben O'BanionManaging Partner, Titleist Asset Management, LLC
- Russell C. KingPartner, Titleist Asset Management, LLC
- Neil H. KalbPartner, Titleist Asset Management, LLC
- Stephen J. CoulterChief Executive Officer and Chief Investment Strategist, Titleist Asset Management, LLC
102 more people named with Gery on the same filings, with titles and firms. Free in Atlas with a free account.
See all 107 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.