Dana Morgera
Investment adviser representative at Bull Oak Capital, LLC
13 yearsExperience
1 stateRegistered in
$261.6MFirm assets
4 yearsFirm in business
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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
13 years in the industry.
- Bull Oak Capital, LLCSep 2026 to now
- Bull OakJan 2026 to now
- The Upper Deck CompanyJun 2024 to Oct 2025
- San Diego SealsOct 2023 to Jul 2026
- Dutchess Day SchoolAug 2022 to Aug 2023
- Battery Park City AuthorityAug 2017 to Aug 2022
- Soccer StarsAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bull Oak Capital, LLC
$261.6MAssets managed
125Clients
5Advisers
4 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
- 8311019
- Firm CRD
- 170325