Julia Seroskie has been an investment adviser representative at Urban Wealth Management Group since February 2026, and is not listed among the firm’s executive officers or direct owners.
Urban Wealth Management Group LLC is a firm with $213M under management, 281 clients and 5 advisers across 5 offices, as of its May 2026 filing.
Julia Seroskie’s longest registration was 14 years at MML Investors Services, LLC (2009–2024). Before joining Urban Wealth Management Group in 2026, Julia Seroskie was registered through MML Investors Services, LLC and Ameriprise Financial Services, Inc.
- – present · under a yearBaltimore, MD · Adviser representative · Firm CRD 285633
- MML Investors Services, LLC– · 14 yearsMcLean, VA · Adviser representative · Firm CRD 10409
- Ameriprise Financial Services, Inc.– · 3 yearsCentreville, VA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Julia Seroskie is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Maryland, in May 2026.
- CaliforniaSince 12 February 2026
- MarylandSince 13 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 June 2014 |
| Series 7 | General Securities Representative Examination | 24 July 2006 |
| Series 66 | Uniform Combined State Law Examination | 27 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Julia Marie Seroskie
- CRD
- 5111629
- Firm
- Urban Wealth Management Group · CRD 285633
- Office
- Baltimore, MD
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Julia Seroskie work?
Julia Seroskie is an investment adviser representative registered through Urban Wealth Management Group LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julia Seroskie a financial advisor?
Yes. Julia Seroskie has a current investment-adviser registration in California and Maryland, through Urban Wealth Management Group since February 2026.
How many years of experience does Julia Seroskie have?
Julia Seroskie has 18 years in the financial industry, since January 2008, across 3 adviser firms.
What exams has Julia Seroskie passed?
Julia Seroskie has passed 3 licensing exams: the Series 66, Series 7 and Series 24. The earliest, the Series 66, was passed in June 2006. FINRA credited Julia Seroskie with the SIE, which began in October 2018.
Where did Julia Seroskie work before Urban Wealth Management Group?
Before Urban Wealth Management Group, Julia Seroskie was registered through MML Investors Services, LLC, October 2009 to August 2024; Ameriprise Financial Services, Inc., July 2006 to October 2009.
Where is Julia Seroskie based?
Julia Seroskie’s registered office is in Baltimore, MD.
Is Julia Seroskie registered with FINRA?
No. Julia Seroskie has no current broker registration.
How can I verify Julia Seroskie’s record?
Search CRD 5111629 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julia Seroskie’s full registration record.