Matthew Geremia has been an investment adviser representative at Ashwood Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners. Matthew Geremia studied at St. Lawrence University.
Ashwood Advisors, LLC is a Medfield, MA firm with $127M under management, 110 clients and 2 advisers across 4 offices, as of its June 2026 filing.
Matthew A. Geremia has worked with Ashwood Advisors, LLC since 2017. He helps young professionals build lifelong wealth and is involved in every step of the process, from understanding their risk tolerance to implementing an investment plan tailored to their needs. Earlier, he spent 2 years at The Forman School in Litchfield, CT as an Admission Counselor.
Matthew Geremia’s longest registration is the current one, 7 years at Commonwealth Financial Network since 2018.
- Commonwealth Financial NetworkAlso current– present · 7 yearsMedfield, MA · Adviser representative · Firm CRD 8032
Professional designations
Listed by Ashwood Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Geremia is registered as an investment adviser representative in Massachusetts, since December 2018.
- MassachusettsSince 14 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 May 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew A. Geremia
- CRD
- 6355547
- Firm
- Ashwood Advisors · CRD 128811
- Office
- 5 NORTH MEADOWS ROAD, Medfield, MA 02052
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- geremiainvestments.com
Where does Matthew Geremia work?
Matthew Geremia is an investment adviser representative registered through Ashwood Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Geremia a financial advisor?
Yes. Matthew Geremia has a current investment-adviser registration in Massachusetts, through Ashwood Advisors since March 2023.
How many years of experience does Matthew Geremia have?
Matthew Geremia has 8 years in the financial industry, since May 2018, across 2 adviser firms.
What exams has Matthew Geremia passed?
Matthew Geremia has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2018. FINRA credited Matthew Geremia with the SIE, which began in October 2018.
Where is Matthew Geremia based?
Matthew Geremia’s registered office is in Medfield, MA.
Is Matthew Geremia registered with FINRA?
Yes. Matthew Geremia has a current broker registration, under CRD 6355547.
Source: FINRA BrokerCheck
Is Matthew Geremia a CFP?
Ashwood Advisors lists Matthew Geremia with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Matthew A. Geremia biography, geremiainvestments.com
How can I verify Matthew Geremia’s record?
Search CRD 6355547 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Geremia’s full registration record.
