Geoffrey Sirhal has been Owner and Chief Compliance Officer of CharMarLine Wealth Management since April 2025, is a control person of the firm and directly owns 75% or more of it.
Charmarline Wealth Management LLC is a Lynchburg, VA firm with $119M under management, 124 clients and 1 adviser across 2 offices, as of its September 2026 filing.
Geoff Sirhal is Wealth Manager and Owner of CharMarLine Wealth Management, based in Lynchburg, VA. As the firm's founder, he has nearly two decades of experience in portfolio design for clients.
Geoffrey Sirhal’s longest registration was 11 years at BlackRock Financial Management, Inc (2013–2025). Before joining CharMarLine Wealth Management in 2025, Geoffrey Sirhal was registered through Charmarline Wealth Management LLC and BlackRock Financial Management, Inc.
- – present · 1 yearCary, NC · Adviser representative · Firm CRD 336719
- Charmarline Wealth Management LLC– · under a yearLynchburg, VA · Adviser representative · Firm CRD 152697
- BlackRock Financial Management, Inc– · 11 yearsNew York, NY · Adviser representative · Firm CRD 107105
Professional designations
Listed by CharMarLine Wealth Management
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Geoffrey Sirhal is registered as an investment adviser representative in North Carolina, since September 2025.
- North CarolinaSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2013 |
| Series 66 | Uniform Combined State Law Examination | 22 September 2006 |
| Series 7 | General Securities Representative Examination | 2 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Geoffrey Collagan Sirhal
- CRD
- 5123832
- Firm
- CharMarLine Wealth Management · CRD 336719
- Role
- Owner and Chief Compliance Officer
- Office
- Cary, NC
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmlwm.com
Where does Geoffrey Sirhal work?
Geoffrey Sirhal has been Owner and Chief Compliance Officer of Charmarline Wealth Management LLC since April 2025, and is a control person of the firm.
Is Geoffrey Sirhal a financial advisor?
Yes. Geoffrey Sirhal has a current investment-adviser registration in North Carolina, through CharMarLine Wealth Management since September 2025.
How many years of experience does Geoffrey Sirhal have?
Geoffrey Sirhal has 20 years in the financial industry, since July 2006, across 3 adviser firms.
What exams has Geoffrey Sirhal passed?
Geoffrey Sirhal has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2006. FINRA credited Geoffrey Sirhal with the SIE, which began in October 2018.
Where did Geoffrey Sirhal work before CharMarLine Wealth Management?
Before CharMarLine Wealth Management, Geoffrey Sirhal was registered through BlackRock Financial Management, Inc, August 2013 to February 2025.
Where is Geoffrey Sirhal based?
Geoffrey Sirhal’s registered office is in Cary, NC.
Is Geoffrey Sirhal registered with FINRA?
No. Geoffrey Sirhal has no current broker registration.
How can I verify Geoffrey Sirhal’s record?
Search CRD 5123832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Sirhal’s full registration record.