Shari Seidman
Astoria Strategic Wealth · Providence, Rhode Island
Shari Seidman is a fee-only financial advisor at Astoria Strategic Wealth in Providence, Rhode Island. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| SEC registration | Investment adviser representative in RI, TX · CRD 8038985 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pauleyfinancial.com |
How Shari's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
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Questions about Shari
Is Shari Seidman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shari holds no broker registration, and Astoria Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shari charge for financial advice?
Shari's firm, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shari Seidman based?
Shari Seidman is based in Providence, Rhode Island.
Is Shari Seidman registered with the SEC?
Yes. Shari Seidman is registered as an investment adviser representative in RI and TX (CRD 8038985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Shari Seidman?
Through Shari's website, www.pauleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
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.
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