Best Investors Account Sign in
Inactive

Devon Galindo

Serenus Wealth Advisors, LLC

Santa Monica, CA

CRD 6177446

Claim This Profile
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:

Current Employers
Serenus Wealth Advisors, Llc

1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-15
TX RA APPROVED 2024-07-15
  • CA RA
    APPROVED
    Since 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

1299 Ocean Ave Suite 710, Santa Monica, CA 90401 • 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
OrganizationCityStateFromTo
Camden Capital, Llc El Segundo CA 06/2014 06/2024
Serenus Wealth Advisors, Llc Santa Monica CA 07/2024 Present
Previous Registrations
  • 2014-07-01 → 2024-08-12
    El Segundo, CA
    Los Angeles, CA
    Santa Monica, CA
  • 2013-03-22 → 2014-09-15
    Kls Professional Advisors Group, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-30
  • S65 Uniform Investment Adviser Law Examination
    2011-09-30
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Santa Monica, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor