Unclaimed Profile

Gregory Serras

VANGUARD CAPITAL·SOLANA BEACH, California

VANGUARD CAPITAL

777 SOUTH HIGHWAY 101, SOLANA BEACH, CA 92075CRD# 1189358Firm CRD# 22081

Profile Verification

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

Identity

Gregory Serras · SOLANA BEACH, CA

Registration

CRD #1189358 · VANGUARD CAPITAL

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

VANGUARD CAPITAL

AUM

$80M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANGUARD CAPITAL →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1189358

Firm CRD# 22081

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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