Shari Seidman has been an investment adviser representative at Astoria Strategic Wealth since February 2025, and is not listed among the firm’s executive officers or direct owners.
Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.
- – present · 1 yearProvidence, RI · Adviser representative · Firm CRD 113510
Investment adviser representative registrations
Shari Seidman is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- Rhode IslandSince 12 February 2025
- TexasSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shari Elana Seidman
- CRD
- 8038985
- Firm
- Astoria Strategic Wealth · CRD 113510
- Office
- Providence, RI
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Shari Seidman work?
Shari Seidman is an investment adviser representative registered through Astoria Strategic Wealth, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Shari Seidman a financial advisor?
Yes. Shari Seidman has a current investment-adviser registration in Rhode Island and Texas, through Astoria Strategic Wealth since February 2025.
How many years of experience does Shari Seidman have?
Shari Seidman has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Shari Seidman passed?
Shari Seidman passed the Series 65 in January 2025.
Where is Shari Seidman based?
Shari Seidman’s registered office is in Providence, RI.
Is Shari Seidman registered with FINRA?
No. Shari Seidman has no current broker registration.
How can I verify Shari Seidman’s record?
Search CRD 8038985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shari Seidman’s full registration record.
