Donald D. Servan

SKYLAR WEALTH MANAGEMENT

PASADENA, CA 91101

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CRD#: 5921690

Professional summary

Donald Daniel Servan, who also goes by Danny Servan, is a registered financial advisor currently at SKYLAR WEALTH MANAGEMENT, LLC located in Pasadena, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Donald has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Danny Servan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Daniel Servan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 17, 2026 - Present

SKYLAR WEALTH MANAGEMENT, LLC

Office #1: 301 North Lake Avenue Suite 115, Pasadena, CA 91101

RIA

CRD#: 341591

PASADENA, CA

Past

October 3, 2012 - October 20, 2014

SCOTTRADE, INC.

CRD#: 8206

HUNTINGTON BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/5/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/20/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 10/2/2012

General Securities Representative Examination

Current Firm

SKYLAR WEALTH MANAGEMENT, LLC

CRD#: 341591 / SEC#: 801-136690

RIA

Registered Investment Advisory firm - (7/8/2026 120-Day Approval)

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Contact information

Main Address

301 North Lake Avenue Suite 115, Pasadena, CA 91101

Mailing Address

Phone number

(213) 836-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 (WRAP FEE BROCHURE) (7/8/2026)

FORM ADV PART 2A - FIRM BROCHURE (7/8/2026)

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.

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Donald D. Servan

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Daniel Servan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYLAR WEALTH MANAGEMENT, LLC

SCOTTRADE, INC.

State Registrations and Notice Filings

Exams

Series 63

Passed: 11/5/2012

SIE

Passed: 10/20/2014

Series 7

Passed: 10/2/2012

Current Firm

SKYLAR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SKYLAR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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