Andrew Serzan, financial advisor Portland OR

Andrew Serzan

CRD Number: 4537685
Current Firm: M Holdings Securities, Inc.

Andrew Serzan (CRD# 4537685) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Oneteam Financial LLC Cranford, NJ Jul 2019 - Current 2
M Holdings Securities Inc. Portland, OR Oct 2010 - Current 11
Atlas Advisory Group, LLC Cranford, NJ Oct 2010 - Jun 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Andrew Serzan
Phone Number: 800-656-6960
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,583
    MILLIONS
  • Total Number of Accounts
    9,704
    ACCOUNTS
  • Average Account Value
    $472,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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