Jeffrey Serra, financial advisor Austin TX

Jeffrey Serra

CRD Number: 1690742
Current Firm: Obra Capital Management, LLC

Jeffrey Serra (CRD# 1690742) is an Investment Advisor Representative working at Obra Capital Management, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ovation Partners, LP Austin, TX Jul 2012 - Current 11
Obra Capital Austin, TX Jul 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Jeffrey R. Serra
Phone Number: 512-961-8265
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $34,372,300
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

NY, TX, VT

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