Shari Elana Seidman
Investment adviser representative at Astoria Strategic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
$482.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Astoria Strategic Wealth, Inc.Feb 2025 to now
- Astoria Strategic WealthSep 2024 to Jan 2025
- Lincoln-sudbury Regional High SchoolSep 2022 to Aug 2024
- Marymount International School RomeSep 2020 to Aug 2022
- Lincoln-sudbury Regional High SchoolSep 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Astoria Strategic Wealth, Inc.
$482.5MAssets managed
177Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8038985
- Firm CRD
- 113510