AdvisorOS Directory
Claim Profile
SG

Sara Ganske Graziano

SER CAPITAL PARTNERS MANAGEMENT, LP·REDWOOD CITY, California
Unclaimed Profile
3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 7281122Firm CRD# 307713
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SER CAPITAL PARTNERS MANAGEMENT, LP
SER CAPITAL PARTNERS MANAGEMENT, LP
AUM
$471M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SER CAPITAL PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7281122
Firm CRD# 307713
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REDWOOD CITY?

Browse all registered financial advisors in REDWOOD CITY, California or claim this profile if it's yours.

Browse REDWOOD CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in REDWOOD CITY
Ed Cluss — SIGNIA MANAGEMENT COMPANY, LLCRichard Thompson — SIGNIA MANAGEMENT COMPANY, LLCZaw Thet — SIGNIA MANAGEMENT COMPANY, LLCAnagha Raje — SIGNIA MANAGEMENT COMPANY, LLCDiane Unwin Kelvie — HEWINS FINANCIAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile