Daniel Serra, financial advisor Bethesda MD
103 score

Daniel Serra

CRD Number: 5525135
Current Firm: Chevy Chase Trust Company
Compensation Model: Fee Only

Daniel Serra (CRD# 5525135) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has 8 years of experience in the finance industry. Daniel Serra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chevy Chase Trust Company Bethesda, MD Apr 2014 - Current 2
Freed Advisors Chevy Chase, MD Sep 2012 - Mar 2014 1
Strategic Financial Planning Plano, TX Jan 2010 - Aug 2012 2
Strategic Financial Planning Plano, TX Oct 2008 - Dec 2009 1

Daniel Serra has no recent exams reported.
Contact Info for Daniel Serra
Phone Number: (240) 497-5013
Registered State(s):
  • CA
  • DC
  • MD
  • NH
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    23,173
    MILLIONS
  • Total Number of Accounts
    3,615
    ACCOUNTS
  • Average Account Value
    $6,410,150
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA, WI, WV

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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