Peter Ostensen is a registered investment advisor at Geremia Financial Services, LLC, based in Edison, NJ. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 117 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geremia Financial Services offers investment management services through the GFS Wrap Program. The annual fee covers brokerage commissions, transaction fees, and other related costs. The specific fee is detailed in the GFS Wrap Fee Brochure. The firm may negotiate a lower fee based on factors like anticipated future assets or the amount of assets managed.
Location
1090 King Georges Post Road, Suite 801, Edison, NJ, 08837-3705
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Geremia Financial Services, LLC
State Registrations1 state
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.