Geoffrey Collagan Sirhal

Employer firm

Charmarline Wealth Management CRD 336719

$119M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 02/2025
  Blackrock Investments, Inc.
  New York, NY
• 02/2025 → 09/2025
  Laneve Financial Guidance Llc
  Lynchburg, VA
• 08/2021 → Present
  Charmarline Capital Partners
  Cary, NC
• 08/2025 → Present
  Charmarline Wealth Management
  Cary, NC

Previous Registrations

• 2025-03-13 → 2025-10-06
  Charmarline Wealth Management Llc
  Lynchburg, VA
• 2013-08-29 → 2025-02-11
  Blackrock Financial Management, Inc
  Auburn, CA
  New York, NY
  Princeton, NJ
  Chicago, IL
  Boston, MA
  Princeton, NJ
  New York, NY
  Chicago, IL

Other Businesses

1. Charmarline Capital Partners; Investment-Related; Same as Reported Business Location; Rental Properties ; Owner; August 11, 2021; Approx. 2 hours per month; Oversee rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-29
• S66 Uniform Combined State Law Examination
  2006-09-22

Other Names

• Geoff Sirhal
• Geoffrey C Sirhal