# Serge Berger

> Serge Berger is a fee-only financial advisor at Blue Marlin Advisors in Zurich, Switzerland. Serge charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/serge-berger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Marlin Advisors
- **Based in:** Zurich, Switzerland
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.7M across 19 accounts
- **Works with:** Retirees
- **CRD:** 7183772 (https://adviserinfo.sec.gov/individual/summary/7183772)
- **SEC registration:** Investment adviser representative in AL, CA, FL, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://bluemarlinadvisor.com/

## Frequently asked questions

### Is Serge Berger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Serge holds no broker registration, and Blue Marlin Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Serge charge for financial advice?

Serge charges an ongoing planning fee.

### Where is Serge Berger based?

Serge Berger is based in Zurich, Switzerland.

### Is Serge Berger registered with the SEC?

Yes. Serge Berger is registered as an investment adviser representative in AL, CA, FL and TX (CRD 7183772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Marlin Advisors manage?

Blue Marlin Advisors reports $5.7M across 19 accounts in assets under management.

### How do I contact Serge Berger?

Through Serge's website, bluemarlinadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7183772): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bluemarlinadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.