Serhii Yershov
Advisor at EXDS Capital
Updated today
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.
Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
About
Serhii Yershov is a financial advisor at EXDS Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Invest Europe, CEO Club Ukraine, and positions with the Government of Ukraine and NATO. EXDS Capital is an independent SEC-registered investment manager offering discretionary portfolio management, non-discretionary financial planning, and impersonal investment research. The firm employs a tactical asset allocation strategy combining macroeconomic, fundamental, and technical analysis to create customized investment policies and uses a variety of investment vehicles, including options with client authorization.
Client services
Based on EXDS Capital
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on EXDS Capital
Retirement income strategy
Tax-loss harvesting
Business ownership considerations
Cash flow / budgeting
Fee options
$3,000 to $10,000 for comprehensive financial planning projects
$0 - $999,999: 2.00% $1,000,000 - $4,999,999: 1.50% $5,000,000+: 1.00%
$250 per hour
$99 monthly, $200 quarterly, or $650 annually
Most active in
Serhii Y has reported serving >5 clients in these states in the last 12 months.
Delaware
Work history
1 year of industry experience
EXDS Capital LLC
2025 - Present • 1 year
Dover, DE
Preparation for EXDS Capital Launch
2022 - 2025 • 3 years
Brussels
Invest Europe
2021 - 2022 • 1 year
Brussels
Unemployed
2020 - 2021 • 1 year
Ham Sur Heure
CEO Club Ukraine
2018 - 2020 • 2 years
Kyiv
Government of Ukraine
2017 - 2018 • 1 year
Kyiv
NATO
2016 - 2016 • 1 year
Brussels
Unemployed
2015 - 2017 • 2 years
Warsaw
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
-
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.
-
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)