SA
Sergey Agres
AMA OFFICE SOLUTIONS
Needham, MA
CRD#: 8175910
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SA
Sergey AgresAMA OFFICE SOLUTIONS
Professional summary
Sergey Agres is a registered financial advisor currently at AMA OFFICE SOLUTIONS LLC located in Needham, Massachusetts.
Sergey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sergey has worked at 1 firm and has passed the Series 3 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sergey Agres'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®
NoneExperience
Current
May 14, 2026 - Present
AMA OFFICE SOLUTIONS LLC
RIA
CRD#: 338091
Needham, MA
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
Massachusetts(5/14/2026)
Current Firm
AO
AMA OFFICE SOLUTIONS LLC
AMA OFFICE SOLUTIONS LLC
CRD#: 338091 / SEC#:
Massachusetts
Registered Investment Advisory firm - (5/14/2026 Approved)Loading...
Contact information
Main Address
1548 Great Plain Ave, Needham, MA 02492
Mailing Address
Phone number
(612) 616-0161
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
