Daryl
Serizawa

Woodbury Financial Services, Inc

CRD#2293939
Investment Advisor
in Irvine, CA

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About this Advisor

Daryl Serizawa is a financial advisor who works out of Irvine, California, with 10 years of experience as a financial advisor. Serizawa currently works for Woodbury Financial Services, Inc. Throughout their career, they have worked at Woodbury Financial Services Inc and Independent Financial Group. Serizawa holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Montana, Texas and Washington. Woodbury Financial Services, Inc is a firm that has its headquarters in Irvine, California. The company has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in assets under management among its 91,382 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 client accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Woodbury Financial Services, Inc may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

300 Spectrum Center Drive 4Th Floor
Irvine, CA 92618

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CA Average: $5,289,111,388
Total Number of Employees

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daryl Serizawa Work History

Daryl has 10 years of experience.

2017 - Present (5 years)

Woodbury Financial Services Inc

2012 - 2017 (5 years)

Independent Financial Group

Disclosures

Daryl Serizawa has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Scott Chapman
Colchester, CT
Casey Middleton
Johnson City, TN
Richard Chase
Saint Paul, MN
Ian Powell
Burleson, TX
Michael Sayre
Midvale, UT
Andrew Rosner
Carlsbad, CA
Bryan Herren
Saint Paul, MN
Jeffrey Baker
West Des Moines, IA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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