Daniel A Serra

Current Employers

Sagevest Wealth Management

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-12-17
VA	RA	APPROVED	2021-12-17

MD RA
APPROVED

Since 2021-12-17
VA RA
APPROVED

Since 2021-12-17

Branch Locations

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • United States

Bethesda, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Chevy Chase Trust Company	Bethesda	MD	04/2014	10/2021
Sagevest Wealth Management	Bethesda	MD	12/2021	Present

04/2014 → 10/2021

Chevy Chase Trust Company

Bethesda, MD
12/2021 → Present

Sagevest Wealth Management

Bethesda, MD

Previous Registrations

2014-05-27 → 2021-10-21

Chevy Chase Trust Company

Bethesda, MD
2012-09-11 → 2014-04-11

Freed Advisors

Chevy Chase, MD
2010-01-11 → 2013-04-01

Strategic Financial Planning, Inc.

Plano, TX

Other Businesses

Southern New Hampshire University, Non-investment related, 2500 N River Road, Manchester, NH 03106, higher education, adjunct faculty, Started in 2017, 100 hrs per year of non-trading hours.

Current Employers

Sagevest Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews