Co-Trustee · Serenus Wealth Advisors, LLC
Daniel B. Druger
CRD 5286811 · Named on Form ADV at one SEC-registered adviser
At a glance
Serenus Wealth Advisors, LLC, an SEC-registered wealth manager based in Santa Monica, CA with $1.5 billion in regulatory assets, lists Daniel B. Druger on its Form ADV as Co-Trustee.
Firms and roles
- Serenus Wealth Advisors, LLCCo-TrusteeWealth manager · Santa Monica, CA · $1.5B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Devon GalindoPartner, Serenus Wealth Advisors, LLC
- Lonny S. ElfenbeinChief Compliance Officer, Serenus Wealth Advisors, LLC
- Kara S. BoccellaChief Executive Officer, Managing Partner, Serenus Wealth Advisors, LLC
- Graham K MandlPartner, Serenus Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.