Timothy Geremia
Invest Track Financial · Wakefield, Rhode Island
Timothy Geremia is a fee-only financial advisor at Invest Track Financial in Wakefield, Rhode Island, who holds the CFP and CFA credentials. Invest Track Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Invest Track Financial |
|---|---|
| Based in | Wakefield, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $61.2M across 73 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in RI · CRD 7622744 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Timothy's firm compares
- Invest Track Financial's average account is about $838,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Timothy
Is Timothy Geremia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Invest Track Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Invest Track Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Geremia based?
Timothy Geremia is based in Wakefield, Rhode Island.
What credentials does Timothy Geremia hold?
Timothy Geremia holds the CFP and CFA credentials.
Is Timothy Geremia registered with the SEC?
Yes. Timothy Geremia is registered as an investment adviser representative in RI (CRD 7622744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invest Track Financial manage?
Invest Track Financial reports $61.2M across 73 accounts in assets under management.
How do I contact Timothy Geremia?
Contact details aren't on file yet. Search for Invest Track Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wakefield
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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