At Seidman Private Advisors, LLC our "Total Wealth Management" approach responds to our clients' demands. We integrate financial planning, investment management, and insurance consultations as separately licensed fields of the industry. Combined with the experience and professionalism of our financial advisers, agents, and estate planners, our clients can be confident they receive the "white glove" planning and experience they deserve. Join our family, and chart your course with Seidman Private Advisors, LLC.

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


 

 


Victoria Serles, Cordell Almond, Shane Payette, Jimmy Averitt,  Brittany Gabelein, Kevin Kepler, and Shawna Houston Stiles are separately registered as investment adviser representatives ("IAR"), under Seidman Private Advisors, LLC, a Registered Investment Adviser, to offer financial planning services and collectively offering advisory services in the states of (LA, TX, WA).

Victoria Serles, Cordell Almond, Shane Payette, Jimmy Averitt, Brittany Gabelein, Kevin Kepler, and Shawna Houston Stiles are separately registered as investment adviser representatives ("IAR") with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AK, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, NC, NJ, NY, OK, OR, PA, SC, TX, VT, and WA.  As such, these services are strictly intended for individuals residing in these states.

Victoria Serles, Cordell Almond, Shane Payette, Jimmy Averitt, Brittany Gabelein, Kevin Kepler, and Shawna Houston Stiles are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, FL, GA, ID, IL, LA,  MA, MI, NC, NJ, NY, OK, OR, PA, SC, TX, VT, and WA. No insurance business may be conducted outside these states referenced.

Seidman Private Advisors, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 
Seidman Private Advisors, LLC is registered with the Washington State Department of Financial Institutions Securities Division.

*Seidman Private Advisors, LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.