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Shari Elana Seidman

Astoria Strategic Wealth, Inc.

Providence, RI

New Braunfels, TX

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Current Employers
Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-02-12
TX RA APPROVED 2025-02-12
  • RI RA
    APPROVED
    Since 2025-02-12
  • TX RA
    APPROVED
    Since 2025-02-12

Branch Locations

Providence, RI • United States

New Braunfels, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln-Sudbury Regional High School Sudbury MA 09/2015 08/2020
Marymount International School Rome Roma 09/2020 08/2022
Lincoln-Sudbury Regional High School Sudbury MA 09/2022 08/2024
Astoria Strategic Wealth Providence RI 02/2025 Present
Astoria Strategic Wealth Conroe TX 09/2024 01/2025
  • 09/2015 → 08/2020
    Lincoln-Sudbury Regional High School
    Sudbury, MA
  • 09/2020 → 08/2022
    Marymount International School Rome
    Roma
  • 09/2022 → 08/2024
    Lincoln-Sudbury Regional High School
    Sudbury, MA
  • 02/2025 → Present
    Astoria Strategic Wealth
    Providence, RI
  • 09/2024 → 01/2025
    Astoria Strategic Wealth
    Conroe, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
Other Names
  • Shari Idelson

View on SEC IAPD

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