CRD: 332396
Serenity Capital Advisors Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-18-2025
- Office Locations
- 1
Office Locations
About Serenity Capital Advisors Inc.
Serenity Capital Advisors is an independent, SEC-registered RIA in Pittsford, NY providing family office-style wealth management for families, retirees, and small business owners. The firm combines comprehensive planning with estate and tax strategies, retirement income guidance, charitable giving, and active portfolio management. Its investment process blends technical analysis and fundamental research with an emphasis on risk management, tax efficiency, and custom-built portfolios, supported by Black Diamond and MoneyGuidePro client tools.
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Owner & Executives
RAJIV NATH DIXIT
Chief Compliance Officer, Owner
- CRD
- #5144936
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,279,683 | $431,407 |
| Non-Discretionary | $0 | -- |
| Total | $64,279,683 | $431,407 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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