Financial ADVSR advisor directory · SEC adviser records
Serenus Wealth Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Serenus Wealth Advisors, LLC, by the state and city of the office they work from.
5 registered advisors work at Serenus Wealth Advisors, LLC, in 2 states and 2 cities; the most are in Santa Monica, CA (4). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Serenus Wealth Advisors, LLC advisor by name →Who joined and left Serenus Wealth Advisors, LLC →Serenus Wealth Advisors, LLC: assets, clients and custodians →
Cities with the most Serenus Wealth Advisors, LLC advisors
Serenus Wealth Advisors, LLC advisors by state
Questions
How many financial advisors does Serenus Wealth Advisors, LLC have?
5 investment adviser representatives are registered with Serenus Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Serenus Wealth Advisors, LLC have the most advisors?
Santa Monica, CA, with 4 registered advisors, then New York, NY (1). By state, California has the most, with 4.
How do I find a Serenus Wealth Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Serenus Wealth Advisors, LLC advisor registered at an office there. Each one 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. An advisor registered at Serenus Wealth Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →