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            Business ProfileSera Capital Management, LLC

            Financial Services
            BBB accredited business

            Contact Information

            1910 Towne Centre Blvd

            Suite 250

            Annapolis, MD 21401-3598

            Get Directions
            Visit Website
            (443) 873-1440

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            Customer Reviews

            5/5

            Average of 1 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 5/31/2018

            Years in Business: 34

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Products & Services

            This business provides financial investment planning services.

            Business Details

            Location of This Business
            1910 Towne Centre Blvd Suite 250, Annapolis, MD 21401-3598
            BBB File Opened:
            5/17/2018
            Years in Business:
            34
            Business Started:
            4/1/1990
            Accredited Since:
            5/31/2018
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            BBB records show a license number of 120896 for this business, issued by Securities and Exchange Commission. The expiration date of this license is 8/30/2025.

            These agencies may include:

            Securities and Exchange Commission

            100 F St NE

            Washington DC 20549

            (202) 942-8088

            Type of Entity:
            Limited Liability Company (LLC)
            Alternate Business Name
            • Financial Tales
            Business Management
            • Mr. Carlos Sera, Owner
            Contact Information

            Principal

            • Mr. Carlos Sera, Owner

            Customer Contact

            • Mr. Carlos Sera, Owner
            Additional Contact Information

            Phone Numbers

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            Industry Tip

            BBB Tip: How to shop for financial services

            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            1 Customer Reviews

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            Most Recent Customer Review

            Nandini S

            04/28/2023

            I have worked with Sera Capital and Joe Sera for my first DST transaction and my experience was exceptional. Joe has been instrumental in helping my achieve my investment goal and has exceeded my expectation with his expertise and professionalism. At first, I was just curious about the DST fee savings they mentioned on their site. I ended up being impressed by their advise to explore all available opportunities beyond DST in a way that was easy for me to understand. He was very responsive to all my questions and concerns and ensured a smooth DST execution at the end. Overall, I highly recommend Sera Capital and Joe S*** as investment Advisor and rate their services as 5 out of 5.

            Local BBB

            BBB of Greater Maryland

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            BBB Reports On

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