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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Bull Oak Capital, LLC

Dana Morgera

CRD 8311019 · Rancho Santa Fe, CA

At a glance

Dana Morgera is an investment adviser representative with Bull Oak Capital, LLC in Rancho Santa Fe, CA, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firm

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Dana’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.