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Victoria Kay Serles

SEIDMAN PRIVATE ADVISORS, LLC·KIRKLAND, Washington
Unclaimed Profile
520 KIRKLAND WAY, KIRKLAND, WA 98033CRD# 4631684Firm CRD# 132337
01

About

Victoria Kay Serles is a registered financial advisor based in KIRKLAND, Washington, affiliated with SEIDMAN PRIVATE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SEIDMAN PRIVATE ADVISORS, LLC
SEIDMAN PRIVATE ADVISORS LLC
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SEIDMAN PRIVATE ADVISORS, LLC →
Services
Financial planning
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4631684
Firm CRD# 132337
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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