Unclaimed Profile

Devon Galindo

SERENUS WEALTH ADVISORS, LLC·SANTA MONICA, California

Series 65Clean record13 years registeredSERENUS WEALTH ADVISORS, LLC

1299 OCEAN AVE, SANTA MONICA, CA 90401CRD# 6177446Firm CRD# 332034

Profile Verification

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

Identity

Devon Galindo · SANTA MONICA, CA

Registration

CRD #6177446 · SERENUS WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SERENUS WEALTH ADVISORS, LLC

Jul 2024 – present

CERTUITY, LLC

Jul 2014 – Aug 2024

Santa Monica, CA

KLS PROFESSIONAL ADVISORS GROUP, LLC

Mar 2013 – Sep 2014

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 22, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SERENUS WEALTH ADVISORS, LLC

CRD 332034 · SEC 801-130660

AUM

$1.2B

Regulatory assets under management

Employees

1,241 client accounts

Services offered by SERENUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SERENUS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Devon Galindo offer?

Devon Galindo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Devon Galindo's credentials?

Devon Galindo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Devon Galindo located?

Devon Galindo is based in SANTA MONICA, California, working with SERENUS WEALTH ADVISORS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Devon Galindo charge for services?

Devon Galindo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SERENUS WEALTH ADVISORS, LLC?

SERENUS WEALTH ADVISORS, LLC has approximately 5 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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