Kara Sue Boccella

Employer firm

Serenus Wealth Advisors, LLC CRD 332034

$1.47B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 07/2024
  Camden Capital, Llc
  El Segundo, CA
• 07/2024 → Present
  Serenus Wealth Advisors, Llc
  Santa Monica, CA

Previous Registrations

• 2014-09-23 → 2024-08-12
  Certuity, Llc
  El Segundo, CA
  Los Angeles, CA
  Santa Monica, CA
• 2010-11-23 → 2014-09-15
  Kls Professional Advisors Group, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-12
• S63 Uniform Securities Agent State Law Examination
  1995-07-21

Other Names

• Kara Sue Brown
• Kara Sue Brownboccela
• Kara Boccella