# DANIEL A SERRA

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAGE FINANCIAL MANAGEMENT GROUP, INC.](https://search.stillhousedata.com/firm/143562) | 2021-12-17 | present | Yes |
| [CHEVY CHASE TRUST COMPANY](https://search.stillhousedata.com/firm/110742) | 2014-05-27 | 2021-10-21 | — |
| [FREED ADVISORS](https://search.stillhousedata.com/firm/104743) | 2012-09-11 | 2014-04-11 | — |
| [STRATEGIC FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/118450) | 2010-01-11 | 2013-04-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5525135)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5525135.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.