# Gery Joseph Sadzewicz

Gery Joseph Sadzewicz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 53 filing roles across Form ADV (53).

## Filings (53)

_Showing 50 of 53 filing roles._

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-08 | Form ADV | [MADISON PARTNERS](https://search.stillhousedata.com/firm/305824) | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2025-03-13 | Form ADV | [MPI WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/301011) | CHIEF COMPLIANCE OFFICER | HINSDALE, IL |
| 2025-03-20 | Form ADV | [LEGACY CORNERSTONE WEALTH LLC](https://search.stillhousedata.com/firm/281027) | CHIEF COMPLIANCE OFFICER | PEORIA, AZ |
| 2025-01-14 | Form ADV | [VIKING HARBOUR INVESTMENT SOLUTIONS LIMITED](https://search.stillhousedata.com/firm/328869) | CHIEF COMPLIANCE OFFICER | CORK |
| 2026-01-06 | Form ADV | [POEHLING CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/131668) | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2026-01-16 | Form ADV | [PINKERTON WEALTH PARTNERS](https://search.stillhousedata.com/firm/120973) | CHIEF COMPLIANCE OFFICER | COEUR D'ALENE, ID |
| 2026-01-14 | Form ADV | [FORUM SOLUTIONS GROUP, LLC](https://search.stillhousedata.com/firm/143075) | CHIEF COMPLIANCE OFFICER | FISHERS, IN |
| 2025-12-02 | Form ADV | [PROVIDENCE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/153646) | CHIEF COMPLIANCE OFFICER | FRANKFORT, IL |
| 2026-01-07 | Form ADV | [CORNERSTONE SELECT ADVISORS, LLC](https://search.stillhousedata.com/firm/144044) | CCO | ST. LOUIS, MO |
| 2026-01-08 | Form ADV | [WATERLOO CAPITAL, L.P.](https://search.stillhousedata.com/firm/133705) | CHIEF COMPLIANCE OFFICER | AUSTIN, TX |
| 2026-01-22 | Form ADV | [SHERMAN PORTFOLIOS](https://search.stillhousedata.com/firm/322728) | CHIEF COMPLIANCE OFFICER | COEUR D'ALENE, ID |
| 2025-11-14 | Form ADV | [HARBOR WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153527) | CHIEF COMPLIANCE OFFICER | GREEN BAY, WI |
| 2026-01-05 | Form ADV | [SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/319298) | CHIEF COMPLIANCE OFFICER | LA CROSSE, WI |
| 2025-02-12 | Form ADV | [DEMOCRACY INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/312074) | CHIEF COMPLIANCE OFFICER | — |
| 2025-08-07 | Form ADV | [PAX FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/284164) | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-02-21 | Form ADV | [THE LEGACY FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/135059) | CHIEF COMPLIANCE OFFICER | TULSA, OK |
| 2025-09-04 | Form ADV | [LEFT BRAIN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/170348) | CHIEF COMPLIANCE OFFICER | NAPERVILLE, IL |
| 2025-02-27 | Form ADV | [FAIRHAVEN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/173771) | CCO | WHEATON, IL |
| 2025-02-27 | Form ADV | [PROFIT INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110294) | CHIEF COMPLIANCE OFFICER | NORTH BETHESDA, MD |
| 2025-09-03 | Form ADV | [RPR FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/316557) | CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| 2025-11-04 | Form ADV | [TETLEY INVESTMENTS, LLC](https://search.stillhousedata.com/firm/164130) | CHIEF COMPLIANCE OFFICER | PARK RIDGE, IL |
| 2025-07-21 | Form ADV | [KERBERROSE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168787) | CHIEF COMPLIANCE OFFICER | SHAWANO, WI |
| 2026-01-05 | Form ADV | [CARTER FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/301025) | CHIEF COMPLIANCE OFFICER | BARRINGTON, IL |
| 2025-02-25 | Form ADV | [AVOCET CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/156261) | CHIEF COMPLIANCE OFFICER | NORTHBROOK, IL |
| 2025-02-25 | Form ADV | [KURV INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/323149) | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| 2025-09-29 | Form ADV | [INTELLIGENT WEALTH SOLUTIONS LLC](https://search.stillhousedata.com/firm/300403) | CHIEF COMPLIANCE OFFICER | AUSTIN, TX |
| 2025-07-16 | Form ADV | [OPAL CAPITAL LLC](https://search.stillhousedata.com/firm/322755) | CHIEF COMPLIANCE OFFICER | BOCA RATON, FL |
| 2026-01-07 | Form ADV | [ROTHSCHILD WEALTH LLC](https://search.stillhousedata.com/firm/162442) | CCO | OAKBROOK, IL |
| 2026-01-05 | Form ADV | [ACORN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/170462) | CCO | GRAND BLANC, MI |
| 2026-01-07 | Form ADV | [VITAL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/156455) | CCO | ROSEMONT, IL |
| 2025-08-20 | Form ADV | [ORCHARD CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/269957) | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-09-05 | Form ADV | [MIDWEST PROFESSIONAL PLANNERS, LTD.](https://search.stillhousedata.com/firm/112995) | CHIEF COMPLIANCE OFFICER | WAUSAU, WI |
| 2026-01-23 | Form ADV | [TITLEIST ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/323567) | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-09-09 | Form ADV | [PACTOLUS](https://search.stillhousedata.com/firm/155195) | CHIEF COMPLIANCE OFFICER | VIENNA, VA |
| 2026-01-23 | Form ADV | [ISTHMUS PARTNERS, LLC](https://search.stillhousedata.com/firm/171279) | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2025-12-24 | Form ADV | [FUSION CAPITAL, LLC](https://search.stillhousedata.com/firm/154726) | CHIEF COMPLIANCE OFFICER | MT. PLEASANT, SC |
| 2025-11-11 | Form ADV | [CERTIOR FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/285502) | CHIEF COMPLIANCE OFFICER | KING OF PRUSSIA, PA |
| 2025-11-11 | Form ADV | [WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/299595) | CHIEF COMPLIANCE OFFICER | HIGHLAND PARK, IL |
| 2025-12-23 | Form ADV | [ABRIDGE PARTNERS, LLC](https://search.stillhousedata.com/firm/145247) | CHIEF COMPLIANCE OFFICER | JACKSON, MS |
| 2025-12-02 | Form ADV | [LOGIQ CAPITAL LLC](https://search.stillhousedata.com/firm/337680) | CHIEF COMPLIANCE OFFICER | JERSEY CITY, NJ |
| 2025-03-11 | Form ADV | [ALFA ALGORITHMS HK LIMITED](https://search.stillhousedata.com/firm/333190) | CHIEF COMPLIANCE OFFICER | TSIM SHA TSUI, KOWLOON |
| 2025-03-26 | Form ADV | [GRIFFIN ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/268821) | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-26 | Form ADV | [STEVARD LLC](https://search.stillhousedata.com/firm/285189) | CHIEF COMPLIANCE OFFICER | — |
| 2025-03-17 | Form ADV | [LLOYD PARK, LLC](https://search.stillhousedata.com/firm/174032) | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-02 | Form ADV | [FOCUSED ALPHA, LLC](https://search.stillhousedata.com/firm/310591) | CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| 2025-03-03 | Form ADV | [PINNACLE FINANCIAL GROUP LLC](https://search.stillhousedata.com/firm/116600) | CHIEF COMPLIANCE OFFICER | WESTERN SPRINGS, IL |
| 2025-07-08 | Form ADV | [MONORAIL SECURITIES LLC](https://search.stillhousedata.com/firm/285309) | CHIEF COMPLIANCE OFFICER | SARASOTA, FL |
| 2025-07-08 | Form ADV | [HD MONEY, INC.](https://search.stillhousedata.com/firm/167623) | CHIEF COMPLIANCE OFFICER | SARASOTA, FL |
| 2025-04-28 | Form ADV | [SOUND ADVICE FINANCIAL INC.](https://search.stillhousedata.com/firm/327104) | CHIEF COMPLIANCE OFFICER | BANNOCKBURN, IL |
| 2025-03-27 | Form ADV | [SHOREBIRD CAPITAL, LP](https://search.stillhousedata.com/firm/285437) | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.