Anthony Serrano has been an investment adviser representative at West Wealth Group since October 2021, and is not listed among the firm’s executive officers or direct owners.
West Wealth Group, LLC is an Irvine, CA firm with $617M under management, 2,746 clients and 13 advisers across 6 offices, as of its September 2026 filing.
Anthony Serrano’s longest registration is the current one, 4 years at West Wealth Group since 2021. Before joining West Wealth Group in 2021, Anthony Serrano was registered through Cooper McManus.
- West Wealth Group, LLCCurrent– present · 4 yearsIrvine, CA · Adviser representative · Firm CRD 316644
- Cooper McManus– · 4 yearsIrvine, CA · Adviser representative · Firm CRD 111458
Investment adviser representative registrations
Anthony Serrano is registered as an investment adviser representative in California, since October 2021.
- CaliforniaSince 26 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony Joseph-Fahy Serrano
- CRD
- 6360722
- Firm
- West Wealth Group · CRD 316644
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Serrano work?
Anthony Serrano is an investment adviser representative registered through West Wealth Group, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Serrano a financial advisor?
Yes. Anthony Serrano has a current investment-adviser registration in California, through West Wealth Group since October 2021.
How many years of experience does Anthony Serrano have?
Anthony Serrano has 9 years in the financial industry, since October 2017, across 2 adviser firms.
What exams has Anthony Serrano passed?
Anthony Serrano passed the Series 65 in October 2017.
Where is Anthony Serrano based?
Anthony Serrano’s registered office is in Irvine, CA.
Is Anthony Serrano registered with FINRA?
No. Anthony Serrano has no current broker registration.
How can I verify Anthony Serrano’s record?
Search CRD 6360722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Serrano’s full registration record.
