Serge Louis is a registered investment advisor at Synouvo Wealth Management, LLC, based in Miramar, FL, with 10 years of industry experience. Serge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 52 clients with $1.8M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7971 Riviera Blvd., Suite 326, Miramar, FL, 33023
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Serge is an enrolled agent at LFG Accounting Services, LLC, providing tax preparation and bookkeeping services since 2014. This takes minimal time.
Employment History
Current Registrations
Synouvo Wealth Management, LLC
Previous Registrations
Lfg Wealth Management, LLC
State Registrations1 state
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