DANIEL A SERRA is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with SAGE FINANCIAL MANAGEMENT GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SAGE FINANCIAL MANAGEMENT GROUP, INC. | 2021-12-17 | present | Yes |
| CHEVY CHASE TRUST COMPANY | 2014-05-27 | 2021-10-21 | — |
| FREED ADVISORS | 2012-09-11 | 2014-04-11 | — |
| STRATEGIC FINANCIAL PLANNING, INC. | 2010-01-11 | 2013-04-01 | — |