Andrew Serzan (CRD# 4537685) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 21 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group Dba Prosperity Capital Advisors | Westlake, OH | Nov 2023 - Current | < 1 |
| Oneteam Financial Llc (d.b.a. For Advisory Business) | Red Bank, NJ | Jul 2019 - Current | 4 |
| M Holdings Securities Inc. | Portland, OR | Oct 2010 - Current | 13 |
| 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 |
- NJ
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Total Assets Under Management2,245MILLIONS
-
Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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