Unclaimed Profile

Sara Ganske Graziano

SER CAPITAL PARTNERS MANAGEMENT, LP·REDWOOD CITY, California

Clean recordSER CAPITAL PARTNERS MANAGEMENT, LP

3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 7281122Firm CRD# 307713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara Ganske Graziano · REDWOOD CITY, CA

Registration

CRD #7281122 · SER CAPITAL PARTNERS MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara Ganske Graziano is a registered financial advisor based in REDWOOD CITY, California, affiliated with SER CAPITAL PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SER CAPITAL PARTNERS MANAGEMENT, LP

AUM

$471M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SER CAPITAL PARTNERS MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7281122

Firm CRD# 307713

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Frequently Asked Questions

What services does Sara Ganske Graziano offer?

Sara Ganske Graziano specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.

What are Sara Ganske Graziano's credentials?

Sara Ganske Graziano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Ganske Graziano located?

Sara Ganske Graziano is based in REDWOOD CITY, California, working with SER CAPITAL PARTNERS MANAGEMENT, LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.

How does Sara Ganske Graziano charge for services?

Sara Ganske Graziano's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SER CAPITAL PARTNERS MANAGEMENT, LP?

SER CAPITAL PARTNERS MANAGEMENT, LP has approximately 8 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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