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Financial ADVSR advisor directory · SEC adviser records

Serenus Wealth Advisors, LLC financial advisors in Santa Monica, CA

Every SEC-registered investment adviser representative at a Serenus Wealth Advisors, LLC office in Santa Monica, A to Z.

The short answer

4 registered advisors work at Serenus Wealth Advisors, LLC in Santa Monica, out of 5 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Serenus Wealth Advisors, LLC advisors in Santa Monica, A to Z

Every Serenus Wealth Advisors, LLC advisor →

Serenus Wealth Advisors, LLC advisors in every city and state →Serenus Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Serenus Wealth Advisors, LLC advisors in other cities

New York, NY 1

Other firms in Santa Monica

All Santa Monica advisors →

Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Abacus Wealth Partners 30Morgan Stanley 27Strategic Advisers LLC 15LPL Financial LLC 8J.P. Morgan Securities LLC 7Ocean Park Asset Management, LLC 6Angeles Wealth Management, LLC 5Focus Partners Wealth, LLC 5Quantum Financial Advisors, LLC 5Dimensional Fund Advisors LP 4

Questions

How many financial advisors does Serenus Wealth Advisors, LLC have in Santa Monica?

4 investment adviser representatives are registered at Serenus Wealth Advisors, LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Serenus Wealth Advisors, LLC one of the largest advisor employers in Santa Monica?

Serenus Wealth Advisors, LLC ranks number 13 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.

How do I check a Serenus Wealth Advisors, LLC advisor in Santa Monica?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Serenus Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.