Julia Marie Seroskie

Employer firm

Urban Wealth Management Or Uwm CRD 285633

$213M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Urban Wealth Management Or Uwm

Henderson, NV • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-05-13
CA	RA	APPROVED	2026-02-12

MD RA
APPROVED

Since 2026-05-13
CA RA
APPROVED

Since 2026-02-12

Branch Locations

Baltimore, MD • United States

Henderson, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual	Vienna	VA	10/2009	01/2026
Mml Investors Services Inc	Tysons	VA	10/2009	01/2026
Urban Wealth Management Group Llc	El Segundo	CA	01/2026	Present

10/2009 → 01/2026

Massmutual

Vienna, VA
10/2009 → 01/2026

Mml Investors Services Inc

Tysons, VA
01/2026 → Present

Urban Wealth Management Group Llc

El Segundo, CA

Previous Registrations

2009-10-14 → 2024-08-16

Mml Investors Services, Llc

Fairfax, VA

Mclean, VA

Halethorpe, MD
2006-07-25 → 2009-10-13

Ameriprise Financial Services, Llc

Centreville, VA

Other Businesses

Julia Marie Seroskie is one of the six founding members of the Association of Fitness Judges (AFJ), a 501(c)(6) nonprofit organization registered in California, where she currently serves as Vice President. This is a non-compensated position.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-27

S66 Uniform Combined State Law Examination

2006-06-27

View on SEC IAPD