Graham Mandl
Serenus Wealth Advisors · New York, New York
Graham Mandl is a fee-only financial advisor at Serenus Wealth Advisors in New York, New York. Serenus Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Graham →
Facts
| Firm | Serenus Wealth Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 1,484 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 5946171 |
| Exams passed | Series 66 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.serenusadvisors.com |
How Graham's firm compares
- Serenus Wealth Advisors's average account is about $993,000, from its Form ADV (assets managed divided by 1,484 accounts).
Request an introduction to Graham
Tell Graham a little about what you're looking for. Graham isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Graham
Is Graham Mandl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Graham holds no broker registration, and Serenus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Graham charge for financial advice?
Graham's firm, Serenus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Graham Mandl based?
Graham Mandl is based in New York, New York.
Is Graham Mandl registered with the SEC?
Yes. Graham Mandl is registered as an investment adviser representative in CA and NY (CRD 5946171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Serenus Wealth Advisors manage?
Serenus Wealth Advisors reports $1.47B across 1,484 accounts in assets under management.
How do I contact Graham Mandl?
Through Graham's website, www.serenusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.