Daniel Serra has been an investment adviser representative at Sage Financial Management Group since December 2021, and is not listed among the firm’s executive officers or direct owners. Daniel Serra holds a Bachelor of Arts (BA) from the University of South Florida and a Master of Science (MS) in Personal Financial Planning from the College for Financial Planning.
Sage Financial Management Group, Inc. is a McLean, VA firm with $423M under management, 150 clients and 4 advisers in one office, as of its June 2026 filing.
Dan Serra is Wealth Advisor of SageVest Wealth Management. He works with individuals and families on financial planning strategies customized to each client's values and goals. He holds the Accredited Domestic Partnership Advisor designation to advise on wealth transfers, taxes, retirement planning and financial needs for domestic partners and the LGBTQ community. Before joining SageVest he had experience with an investment management and trust services firm and a registered investment advisory firm.
Daniel Serra’s longest registration was 7 years at Chevy Chase Trust Company (2014–2021). Before joining Sage Financial Management Group in 2021, Daniel Serra was registered through Chevy Chase Trust Company and Freed Advisors.
- Sagevest Wealth ManagementCurrent– present · 4 yearsBethesda, MD · Adviser representative · Firm CRD 143562
- Chevy Chase Trust Company– · 7 yearsBethesda, MD · Adviser representative · Firm CRD 110742
- Freed Advisors– · 1 yearChevy Chase, MD · Adviser representative · Firm CRD 104743
- Strategic Financial Planning, Inc.– · 3 yearsPlano, TX · Adviser representative · Firm CRD 118450
Professional designations
Listed by Sage Financial Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Domestic Partnership Advisor (ADPA®)
Investment adviser representative registrations
Daniel Serra is registered as an investment adviser representative in 2 states. Each was approved in December 2021.
- MarylandSince 17 December 2021
- VirginiaSince 17 December 2021
Examinations
No examinations are on Daniel Serra’s record.
- Full name
- Daniel A Serra
- CRD
- 5525135
- Firm
- Sage Financial Management Group · CRD 143562
- Office
- Bethesda, MD
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagevestwealth.com
Where does Daniel Serra work?
Daniel Serra is an investment adviser representative registered through Sage Financial Management Group, Inc. since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Serra a financial advisor?
Yes. Daniel Serra has a current investment-adviser registration in Maryland and Virginia, through Sage Financial Management Group since December 2021.
How many years of experience does Daniel Serra have?
Daniel Serra has 16 years in the financial industry, since April 2010, across 4 adviser firms.
Where did Daniel Serra work before Sage Financial Management Group?
Before Sage Financial Management Group, Daniel Serra was registered through Chevy Chase Trust Company, May 2014 to October 2021; Freed Advisors, September 2012 to April 2014; Strategic Financial Planning, Inc., January 2010 to April 2013.
Where is Daniel Serra based?
Daniel Serra’s registered office is in Bethesda, MD.
Is Daniel Serra registered with FINRA?
No. Daniel Serra has no current broker registration.
Is Daniel Serra a CFP?
Sage Financial Management Group lists Daniel Serra with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Dan Serra, CFP®, EA, ADPA® biography, sagevestwealth.com
How can I verify Daniel Serra’s record?
Search CRD 5525135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Serra’s full registration record.
