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Dhiren X
Series 65, Series 66
Coppell, TX
Serendib Capital Management LLC
Dhiren Xavier is the sole advisor at Serendib Capital Management LLC in Coppell, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. Prior to founding Serendib Capital Management in 2020, he worked at Edward Jones for three years. In addition to his advisory role, he provides technology-based consulting on a project basis. Serendib Capital Management offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $6.1 million. The firm employs a range of investment strategies, including derivatives and margin trading, and conducts quarterly portfolio reviews with rebalancing and tax-loss harvesting when appropriate.
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