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Gregory Serras

VANGUARD CAPITAL·SOLANA BEACH, California
Unclaimed Profile
777 SOUTH HIGHWAY 101, SOLANA BEACH, CA 92075CRD# 1189358Firm CRD# 22081
01

About

Gregory Serras is a registered financial advisor based in SOLANA BEACH, California, affiliated with VANGUARD CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
VANGUARD CAPITAL
VANGUARD CAPITAL
AUM
$80M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VANGUARD CAPITAL →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1189358
Firm CRD# 22081
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Serras offer?
Gregory Serras specializes in Investment Management, Fee-Only Advisory. Contact their office in SOLANA BEACH, California for a consultation.
What are Gregory Serras's credentials?
Gregory Serras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Serras located?
Gregory Serras is based in SOLANA BEACH, California, working with VANGUARD CAPITAL. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Gregory Serras charge for services?
Gregory Serras's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANGUARD CAPITAL?
VANGUARD CAPITAL has approximately 7 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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