Unclaimed Profile

Victoria Kay Serles

SEIDMAN PRIVATE ADVISORS, LLC·KIRKLAND, Washington

SIE, Series 7, Series 24, Series 66Clean record21 years registeredSEIDMAN PRIVATE ADVISORS, LLC

520 KIRKLAND WAY, KIRKLAND, WA 98033CRD# 4631684Firm CRD# 132337

Profile Verification

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

Identity

Victoria Kay Serles · KIRKLAND, WA

Registration

CRD #4631684 · SEIDMAN PRIVATE ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

COLDSTREAM WEALTH MANAGEMENT

Oct 2023 – present

EAGLE STRATEGIES LLC

Aug 2009 – Oct 2023

KIRKLAND, WA

SEIDMAN PRIVATE ADVISORS LLC

Nov 2004 – Mar 2021

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 24, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEIDMAN PRIVATE ADVISORS, LLC

CRD 132337 · SEC 801-63417

Employees

Total firm employees

Services offered by SEIDMAN PRIVATE ADVISORS, LLC

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEIDMAN PRIVATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Victoria Kay Serles offer?

Victoria Kay Serles specializes in Financial Planning. Contact their office in KIRKLAND, Washington for a consultation.

What are Victoria Kay Serles's credentials?

Victoria Kay Serles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victoria Kay Serles located?

Victoria Kay Serles is based in KIRKLAND, Washington, working with SEIDMAN PRIVATE ADVISORS, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Victoria Kay Serles charge for services?

Victoria Kay Serles's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEIDMAN PRIVATE ADVISORS, LLC?

SEIDMAN PRIVATE ADVISORS, LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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