W Wellspent Public advisor graph
Wellspent public graph/Advisors/Serge D'Adesky
Advisor

Serge D'Adesky

Northstar Strategic Investments · Ormond Beach, Florida

Serge D'Adesky is a fee-only financial advisor at Northstar Strategic Investments in Ormond Beach, Florida. Northstar Strategic Investments reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its Form ADV.

Percentage of assetsHourlySubscription Fee-only

Request an introduction to Serge →

Facts

FirmNorthstar Strategic Investments
Based in Ormond Beach, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Subscription · Fixed fees · Performance-based fees
Assets under management$2M across 12 accounts
SEC registration Investment adviser representative in FL · CRD 1576399
Exams passedSeries 66 (2008)
Firm size1 employee
Disclosures None reported
Websitewww.tradejolt.com
LinkedInProfile

How Serge's firm compares

  • Northstar Strategic Investments's average account is about $167,000, from its Form ADV (assets managed divided by 12 accounts).

What fee-only advisors charge in Florida

Request an introduction to Serge

Tell Serge a little about what you're looking for. Serge isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Serge

Is Serge D'Adesky a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Serge holds no broker registration, and Northstar Strategic Investments 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's firm, Northstar Strategic Investments, reports charging a percentage of assets, hourly fees, a subscription, fixed fees and performance-based fees on its SEC Form ADV.

Where is Serge D'Adesky based?

Serge D'Adesky is based in Ormond Beach, Florida.

Is Serge D'Adesky registered with the SEC?

Yes. Serge D'Adesky is registered as an investment adviser representative in FL (CRD 1576399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Northstar Strategic Investments manage?

Northstar Strategic Investments reports $2M across 12 accounts in assets under management.

How do I contact Serge D'Adesky?

Through Serge's website, www.tradejolt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

See something wrong? Request a correction. Read our methodology.