SERA CAPITAL MANAGEMENT

sera-capital-management-logo

Sera Capital Management specializes in financial planning, retirement planning, life insurance, investment, and wealth management services.

#SimilarOrganizations #People #Website #More

SERA CAPITAL MANAGEMENT

Social Links:

Industry:
Financial Services Life Insurance Retirement Wealth Management

Founded:
1990-01-01

Address:
Annapolis, Maryland, United States

Country:
United States

Website Url:
http://www.seracapital.com

Total Employee:
1+

Status:
Active

Contact:
+1-443-332-1031

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics Font Awesome


Similar Organizations

core-capital-management-logo

Core Capital Management

Core Capital Management provides financial planning, insurance, investment and wealth management, and investment consulting services.

family-wealth-counseling-logo

Family Wealth Counseling

Family Wealth Counseling specializes in financial planning, estate planning, life insurance, investment and wealth management services.

headwater-investment-consulting-logo

Headwater Investment Consulting

Headwater Investment Consulting specializes in financial planning, retirement planning, charitable giving, and wealth management services.

silver-bay-wealth-advisors-logo

Silver Bay Wealth Advisors

Silver Bay Wealth Advisors specializes in retirement planning, life insurance, long-term care, investment, and wealth management services.

spinnaker-investment-group-logo

Spinnaker Investment Group

Spinnaker Investment Group specializes in financial planning, retirement planning, life insurance consulting and risk management services.

Current Employees Featured

carlos-m-sera_image

Carlos M. Sera
Carlos M. Sera Investment Manager @ Sera Capital Management
Investment Manager
1990-04-01

Founder


carlos-m-sera_image

Carlos M. Sera

Official Site Inspections

http://www.seracapital.com Semrush global rank: 3.25 M Semrush visits lastest month: 5.1 K

  • Host name: 104.21.9.194
  • IP address: 104.21.9.194
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

Loading ...

More informations about "Sera Capital Management"

About | Sera Capital | Registered Investment Advisor

Jul 19, 2022 Sera Capital is a Maryland registered investment advisor located in Annapolis, Maryland, that manages money for individuals, couples and other advisors.See details»

Sera Capital Management, LLC - Better Business Bureau

BBB Accredited since 5/31/2018. Financial Services in Annapolis, MD. See BBB rating, reviews, complaints, get a quote and more.See details»

Sera Capital Management - LinkedIn

Sera Capital Management Financial Services Annapolis, Maryland 45 followers We specialize in tax efficient exit planning for real estate investors, small business owners & HNW retirees.See details»

Sera Capital Management Review 2025 - AdvisorSearch.org

Feb 18, 2025 Sera Capital Management, registered in 1991, serves 1 state(s) with a licensed staff of 4 advisors. Sera Capital Management manages $83.0 million and provides investment …See details»

SERA CAPITAL MANAGEMENT, LLC - Dun & Bradstreet

Find company research, competitor information, contact details & financial data for SERA CAPITAL MANAGEMENT, LLC of Annapolis, MD. Get the latest business insights from Dun & …See details»

Carl E. Sera, CMT - President - Sera Capital Management - LinkedIn

We specialize in tax efficient exit planning for real estate investors, small business owners & HNW retirees. · WHAT WE CAN DO FOR YOU: We are a wealth management firm with a …See details»

SERA CAPITAL MANAGEMENT - Updated April 2025 - Yelp

Specialties: We work closely with clients to offer a variety of services, rolled into one comprehensive, advisory package. Services include investment management, financial …See details»

Sera Capital Management Overview | SignalHire Company Profile

Organization Website. seracapital.com . Social Links. Phone Number (443) 332-1031. Sera Capital Management industries. Finance Headquarters Location. 1910 Towne Centre Blvd, …See details»

Registered Investment Advisor | Sera Capital

Feb 13, 2025 Sera Capital is a wealth management consulting firm that specializes in tax-efficient exit strategies. Business owners, real estate investors, and developers can talk to our …See details»

Joe Sera - Vice President - Sera Capital Management - LinkedIn

We specialize in tax efficient exit planning for real estate investors, business owners & HNW retirees. · We Help Investors to Defer, Reduce and Eliminate Their Tax Liabilities Through a ...See details»

Sera Capital Management | Annapolis MD - Facebook

The Role Of Debt Financing In 721 Exchange Properties: Pros And Cons An Internal Revenue Code Section 721 exchange is a type of transaction where a partnership or other entity can …See details»

Sera Capital Management - Crunchbase Company Profile & Funding

Sera Capital Management specializes in financial planning, retirement planning, life insurance, investment, and wealth management services.See details»

Business Exit Planning Services | Sera Capital

At Sera Capital, we offer exit planning services. We partner with you and your advisors to help real estate investors and entrepreneurs sell highly appreciated assets tax-efficiently.See details»

Sera Capital Management - Overview, News & Similar companies

Mar 1, 2022 View Sera Capital Management (www.seracapital.com) location in Maryland, United States , revenue, industry and description. Find related and similar companies as well as …See details»

Sera Capital Management - Products, Competitors, Financials, …

Seracapital.com. Overview & Products; Founded Year 1990. About Sera Capital Management. Sera Capital Management is a consulting firm focused on providing wealth management …See details»

Sera Capital Management LLC Overview - Salary.com

Discover essential details about Sera Capital Management LLC, including address, contact, and journey of our company's evolution.See details»

Financial Advisor Annapolis MD - Sera Capital

Sera Capital is a financial advisor here in Annapolis MD. If you're looking for someone that isn't your typical long-only cookie cutter investment advisor, give us a call.See details»

Sera Capital - YouTube

Sera Capital is a wealth management consulting firm specializing in all aspects and all available tax-efficient exit options for business owners, real estate investors, and developers. Our team ...See details»

Truth About Sera capital management. Is Sera capital …

Read reviews of Sera capital management. Write and share your personal story. Your experience will help others make the right buying decision.See details»

Sera Capital Management - Company Info, Employees

View Sera capital management seracapital.com location in 1910 towne centre blvd, annapolis, maryland, 21401, united states, revenue, industry and description. Find related and similar …See details»

linkstock.net © 2022. All rights reserved