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Pricing
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SD

Serge P. D'adesky

NORTHSTAR STRATEGIC INVESTMENTS
Ormond Beach, FL 32176
Some features on this profile are disabled
CRD#: 1576399
SD

Professional summary

Serge Patrick D'adesky, who also goes by Serge Patrick Dadesky, is a registered financial advisor currently at NORTHSTAR STRATEGIC INVESTMENTS INC located in Ormond Beach, Florida.

Serge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Serge has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Serge Patrick Dadesky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NORTHSTAR STRATEGIC INVESTMENTS; NORTHSTARSTRATEGICINVESTMENTS.COM GREATINVESTMENTSSTRATEGIES.COM TRADEJOLT.COM; PRESIDENT & REGISTERED INVESTMENT ADVISOR; COMMISSION; FINANCIALADVISORY SERVICES; NORTHSTAR STRATEGIC INVESTMENTS OPERATES UNDER ITS OWN IAR (CRD# 155202). SERGE D'ADESKY IS A REGISTERED LIFE AND HEALTH INSURANCE AGENT FOR SEVERAL INSURANCE COMPANIES FROM WHICH HE DERIVES COMMISSION INCOME INCOME WHENEVER THE PRODUCTS ARE SOLD. SERGE D'ADESKY ALSO RECEIVES INCOME FROM PUBLICATIONS ON A THIRD PARTY FINANCIAL WEBSITE, SEEKING ALPHA. SERGE IS ALSO A TRUSTEE FOR THE KATHERINE MARIE D'ADESKY SPECIAL NEEDS TRUST, FOR WHICH HE RECEIVES MONTHLY COMPENSATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Serge Patrick D'adesky's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 25, 2011 - Present

NORTHSTAR STRATEGIC INVESTMENTS INC

Office #1: 25 Country Club Drive, Ormond Beach, FL 32176
RIA
CRD#: 155202
Ormond Beach, FL
Past

February 25, 2011 - December 31, 2024

NORTHSTAR STRATEGIC INVESTMENTS INC

RIA
CRD#: 155202
ORMOND BEACH, FL
Past

June 25, 2010 - June 15, 2011

BROKERSXPRESS LLC

RIA
CRD#: 127081
DAYTONA BEACH, FL
Past

June 17, 2010 - July 12, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
DAYTONA BEACH, FL
Past

June 9, 2008 - July 19, 2010

EDWARD JONES

RIA
CRD#: 250
ORMOND BEACH, FL
Past

May 7, 2008 - July 19, 2010

EDWARD JONES

BD
CRD#: 250
ORMOND BEACH, FL
Past

October 22, 1986 - January 7, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/25/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/6/2008
General Securities Representative Examination

Current Firm

NS
NORTHSTAR STRATEGIC INVESTMENTS INC
DBA NORTHSTAR STRATEGIC INVESTMENTS INC | NORTHSTAR STRATEGIC INVESTMENTS INC

CRD#: 155202 / SEC#:

Florida
Registered Investment Advisory firm - (2/25/2011 Approved)
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Contact information

Main Address
25 Country Club Drive, Ormond Beach, FL 32176
Mailing Address
Phone number
(386) 233-3458
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 2,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHSTAR STRATEGIC INVESTMENTS INC

CRD#: 155202Ormond Beach, FL 32176

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