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MS

Michael D. Scerbin

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CRD#: 6499357
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Dean Scerbin, who also goes by Michael Scerbin, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2015. Michael had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Scerbin

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 24, 2019 - December 31, 2020

JASON M ORSKY WEALTH MANAGEMENT LLC

RIA
CRD#: 170277
WESTLAKE, OH
Past

May 4, 2017 - June 26, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CLEVELAND, OH
Past

May 3, 2017 - June 26, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CLEVELAND, OH
Past

December 15, 2016 - May 3, 2017

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BEACHWOOD, OH
Past

December 15, 2016 - May 3, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
BEACHWOOD, OH
Past

November 23, 2015 - September 2, 2016

FINANCIAL WEST GROUP

BD
CRD#: 16668
WELLSBURG, WV

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JM
JASON M ORSKY WEALTH MANAGEMENT LLC
JASON M ORSKY WEALTH MANAGEMENT LLC

CRD#: 170277 / SEC#:

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Contact information


Main Address
671 Columbia Rd Suite #1, Westlake, OH 44145
Mailing Address
671 Columbia Rd Suite 1, Westlake, OH 44145
Phone number
(440) 835-6550
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts400
AUM (Assets Under Management)$ 49,000,000

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


JASON M ORSKY WEALTH MANAGEMENT LLC

CRD#: 170277

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