Lang
Nguyen
Serenity Investment Advisors
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About this Advisor
Lang Nguyen is a financial advisor operating out of Chicago, Illinois with a total of 1 year of industry experience. Nguyen currently works for Serenity Investment Advisors. During their career, the advisor has held roles at Edward Jones & Co, Heartland Human Care Services, Walgreens Boots Alliance, Keller Graduate School Of Management, Cetera Advisors LLC, Red Oak Management, Inc, Organize Protect & Grow Your Wealth LLC and Serenity Investment Advisors. Nguyen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and Texas. Serenity Investment Advisors is a registered investment business operating out of Chicago, IL. The firm has just three advisors. It controls $235 million in assets among its 300 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 300 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets. Serenity Investment Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely vary depending on which service is provided. However, fee types billed by Serenity Investment Advisors most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Serenity Investment Advisors Brokerage Details
$234,722,952
3
300
$782,410
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lang Nguyen Work History
Lang has been registered as a financial advisor for 1 years.*
Serenity Investment Advisors
Organize Protect & Grow Your Wealth LLC
Cetera Advisors LLC
Red Oak Management, Inc
Organize Protect & Grow Your Wealth LLC
Edward Jones & Co
Heartland Human Care Services
Keller Graduate School Of Management
Walgreens Boots Alliance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lang Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Serenity Investment Advisors
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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