Serenity Investment Advisors

CRD 307924 · Chicago, IL · $513.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 307924
SEC number: 801-123727
Firm type: RIA
Assets under management: $513.6M as of May 22, 2026
Website: www.serenitywm.com ↗
Phone: 312-734-1415
Address: 333 S. Wabash Ave., Chicago, IL, 60604

Advisors at this firm

6 in our index · page 1 of 1

Ryan A KaysenCRD 5730799 · Charlotte, NC

IA RegisteredRegistration inactive
Richard David LittleCRD 5698720 · Chicago, IL

IA Registered
Trevor Lawrence McghieCRD 6986456 · Costa Mesa, CA

IA Registered
Sean Kyle O'connorCRD 6908452 · Salem, WI

IA RegisteredRegistration inactive
Jason Robert PaplaskiCRD 5504759 · Chicago, IL

IA RegisteredRegistration inactive
Kelly Elizabeth ZownoregaCRD 8222125 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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