Unclaimed Profile

Geremy Edwin Connor

SHARPVUE CAPITAL, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 6612 years registeredSHARPVUE CAPITAL, LLC

700 SPRING FOREST ROAD, RALEIGH, NC 27609CRD# 5876088Firm CRD# 281133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geremy Edwin Connor · RALEIGH, NC

Registration

CRD #5876088 · SHARPVUE CAPITAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHARPVUE CAPITAL, LLC

SHARPVUE CAPITAL

Mar 2016 – Feb 2018

RALEIGH, NC

PRIVATE ADVISOR GROUP, LLC

Oct 2013 – Mar 2016

KING OF PRUSSIA, PA

LPL FINANCIAL LLC

Oct 2013 – Nov 2015

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 10, 2013

Years registered · 12

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CURI WEALTH MANAGEMENT, LLC

CRD 281133 · SEC 801-118864

AUM

$1.4B

Regulatory assets under management

Employees

1,746 client accounts

Services offered by CURI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CURI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Geremy Edwin Connor offer?

Geremy Edwin Connor specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Geremy Edwin Connor's credentials?

Geremy Edwin Connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geremy Edwin Connor located?

Geremy Edwin Connor is based in RALEIGH, North Carolina, last registered with SHARPVUE CAPITAL, LLC.

How does Geremy Edwin Connor charge for services?

Geremy Edwin Connor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHARPVUE CAPITAL, LLC?

SHARPVUE CAPITAL, LLC has approximately 23 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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