Kara Sue Boccella
Investment adviser representative at Serenus Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
$1.5BFirm assets
2 yearsFirm in business
Are you Kara Sue Boccella? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Serenus Wealth Advisors, LLCJul 2024 to now
- Camden Capital, LLCAug 2014 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Serenus Wealth Advisors, LLC
$1.5BAssets managed
141Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2191952
- Firm CRD
- 332034