Morgan Stanley
47yrs
Top advisor by experience in Garden City
9yrs
Seren Lass has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Garden City, New York. Seren has been with Merrill since 2024; before that, Seren spent three years at Morgan Stanley and three years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office1325 Franklin Ave, Garden City, NY 11530
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMerrillCurrent firm
- 2021 – 2024Morgan StanleyPreviously
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
- Feb 2018 – Apr 2018Morgan StanleyPreviously
Contact Seren
Local office(516) 877-8200Ask for Seren. (800) 637-7455Main office · New York, NY 1325 Franklin AveGarden City, NY 11530Office · Get directions
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Questions to ask Seren
Tailored to Seren’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Seren
How do I contact Seren?
Call Seren’s local office at (516) 877-8200 or the Merrill main office at (800) 637-7455, and ask for Seren Lass.
How long has Seren been a financial advisor?
Seren has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Seren hold?
Series 66. Tap any license on this page to see what it allows.
Is Seren a fiduciary?
Seren is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Seren paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Seren for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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