Vladan Serdar
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2006 after earning a bachelor's degree in managerial economics from Bethany College. Over nine years, Vladan held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. He is experienced in college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income.
Vladan is a Personal Investment Advisor (PIA) and is fluent in both Serbo-Croatian and English. A native of Serbia, he immigrated to the United States and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. Vladan is involved with community organizations such as the Camp Hill Lion Foundation, Bethesda Mission, and Central PA Food Bank. He also participates in local professional groups, including Sigma Nu, and spends his personal time coaching his children’s basketball and baseball teams.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")