Steven Serinsky, financial advisor Stuart FL
93 score

Steven Serinsky

CRD Number: 1803220
Current Firm: J. W. Cole Advisors, Inc.

Steven Serinsky (CRD# 1803220) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Stuart, FL and has over 11 years of experience in the finance industry.

Similar Advisors
Robert Silvani, financial advisor Stuart FL
Robert E. Silvani
CRD# 1009276
Morgan Stanley
Score
98
Similar Advisors
James Anna, financial advisor Stuart FL
James Anna
CRD# 2139200
Legend Advisory Corporation
Score
96
Similar Advisors
Mary Askland, financial advisor Stuart FL
Mary G. Askland
CRD# 3038660
Lincoln Financial Advisors Corporation
Score
96
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Nov 2014 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Nov 2014 - Current 2
Edward Jones Palm City, FL Oct 2004 - Nov 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Steven C. Serinsky
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
  • MO
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.