DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | December 06, 2024

Serenus Wealth Goes Bi-coastal with New Partner, NY Office

Tags: Personnel, Financial Advisor Move

Serenus Wealth Advisors has hired a new partner to launch its newly-established first East Coast office in New York.  

Graham K. Mandl joins the RIA from Certuity, where he served as managing director, and prior to that was senior financial advisor at Merrill Lynch. He has extensive experience in servicing HNW clients, including C-suite executives and professional athletes. 

The New York office will also establish a bi-coastal presence for the Santa Monica, CA-based RIA, which expects to add two more advisors to the location in the first quarter of next year. Per Dakota data, Serenus oversees approximately $1.2B in client assets. 

Source: https://www.prnewswire.com/news-releases/serenus-wealth-advisors-welcomes-graham-k-mandl-as-partner-launching-new-york-office-302323926.html

New call-to-action

Written By: Dakota

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy