SD
SD

Serge D'adesky

17 Years of Experience
Ormond Beach, FL
Sells Insurance

Serge D'adesky is a registered investment advisor at Northstar Strategic Investments INC, based in Ormond Beach, FL, with 17 years of industry experience. Serge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 15 clients with $2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.0M
Loading...

Location

25 Country Club Drive, Ormond Beach, FL, 32176

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Serge is the President and Registered Investment Advisor for Northstar Strategic Investments. He is also a registered life and health insurance agent and receives income from publications on Seeking Alpha, as well as compensation as a trustee for a special needs trust.

Employment History
Current Registrations
Northstar Strategic Investments INC
March 2026 - Present · 2 mos
Previous Registrations
Northstar Strategic Investments INC
February 2011 - December 2025 · 14 yrs 10 mos
Northstar Strategic Investments INC
February 2011 - December 2024 · 13 yrs 10 mos
Northstar Strategic Investments INC
February 2011 - December 2019 · 8 yrs 10 mos
Northstar Strategic Investments INC
February 2011 - December 2015 · 4 yrs 10 mos
Brokersxpress LLC
June 2010 - June 2011 · 1 yr
Edward Jones
June 2008 - July 2010 · 2 yrs 1 mo
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Serge D'adesky - Financial Advisor | TrueAdvisor