Andrew SerednyckyCRD Number: 1437218
Current Firm: The Ayco Company,l.p.
Andrew Serednycky (CRD# 1437218) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 31 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Mercer Allied Company, LP||Irvine, CA||Dec 1994 - Current||23|
|The Ayco Corporation||Albany, NY||Jun 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
Total Assets Under Management27,267MILLIONS
Total Number of Accounts46,300ACCOUNTS
Average Account Value$588,929
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops