Serena E. Royce
Professional summary
Serena Ella Royce, who also goes by Sandra Lynn Bujko, Sandra Lynn Mccall, is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Gladstone, Oregon.
Serena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Serena has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Serena Ella Royce's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2019 - Present
STANCORP INVESTMENT ADVISERS, INC.
Office #2: 1100 Sw 6th Avenue, Portland, OR 97204Primary Firm SEC Registration
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2019)
Current Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 103,728 |
| AUM (Assets Under Management) | $ 33,592,166,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2026 | ||
| 04/29/2025 | ||
| 03/28/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
