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Donald Daniel Servan

Skylar Wealth Management, LLC

Pasadena, CA

CRD 5921690

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Employer firm

Skylar Wealth Management, LLC CRD 341591

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Skylar Wealth Management, Llc

301 North Lake Avenue Suite 115, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-17
  • CA RA
    APPROVED
    Since 2026-08-17

Branch Locations

301 North Lake Avenue Suite 115, Pasadena, CA 91101 • 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
Fiduciary Trust International Of California Pasadena CA 10/2014 07/2026
Skylar Wealth Management, Llc Pasadena CA 07/2026 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-11-05
  • S63 Uniform Securities Agent State Law Examination
    2012-11-05
Designations
  • Chartered Financial Analyst
Other Names
  • Danny Servan

View on SEC IAPD

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