SERGE PETER VILLANI is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2026-06-10 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-12-01 | 2025-03-31 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2012-06-01 | 2013-07-16 | — |
| CHASE INVESTMENT SERVICES CORP. | 2009-01-15 | 2010-08-17 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2005-08-01 | 2008-09-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1999-07-21 | 2005-06-29 | — |