Cynthia M Serbia is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-04-02 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-05-28 | 2024-07-13 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2018-12-11 | 2024-07-17 | — |
| OPPENHEIMER & CO. INC. | 2016-07-29 | 2018-12-07 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2015-10-07 | 2016-07-26 | — |
| CHARLES SCHWAB & CO., INC. | 2008-07-25 | 2015-02-03 | — |
| CHARLES SCHWAB & CO., INC. | 2007-04-17 | 2008-05-22 | — |