Serenity Investment Advisors

Serenity Investment Advisors (CRD# 307924) is a financial advisory firm headquartered in Chicago, IL. They manage $296,884,000 in 270 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
333 S. Wabash Ave., Suite 2700, Chicago, IL 60604
https://www.serenityinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $1,099,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, NC, SC, TX, WI

Financial Advisors at Serenity Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Richard Little, financial advisor Chicago IL
Richard D. Little
CRD#: 5698720
333 S. Wabash Ave., Suite 2700, Chicago, IL 60604

Richard Little (CRD# 5698720) is an Investment Advisor Representative working at Serenity Investment Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

2
Jason Paplaski, financial advisor Chicago IL
Jason R. Paplaski
CRD#: 5504759
333 S. Wabash Ave., Suite 2700, Chicago, IL 60604

Jason Paplaski (CRD# 5504759) is an Investment Advisor Representative working at Serenity Investment Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

3
Brandon Hatcher, financial advisor Lake Wylie SC
Brandon Hatcher
CRD#: 7238482
Lake Wylie, SC

Brandon Hatcher (CRD# 7238482) is an Investment Advisor Representative working at Serenity Investment Advisors in Lake Wylie, SC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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