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Inactive

Charles Merryman Pyfer

Wealthspire Advisors

San Rafael, CA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-29
  • CA RA
    APPROVED
    Since 2024-08-29

Branch Locations

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Ocean San Rafael CA 05/2009 08/2024
Wealthspire Advisors Llc San Rafael CA 08/2024 Present
  • 05/2009 → 08/2024
    Private Ocean
    San Rafael, CA
  • 08/2024 → Present
    Wealthspire Advisors Llc
    San Rafael, CA
Previous Registrations
  • 2012-11-20 → 2024-09-11
    Wealthspire Advisors
    San Rafael, CA
  • 2008-07-31 → 2008-12-31
    Friedman & Associates
    Novato, CA
  • 2006-08-28 → 2008-08-01
    Seidman Private Advisors Llc
    Kirkland, WA
  • 2003-03-27 → 2006-09-07
    Pricewaterhousecoopers Investment Advisers Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-12
S63 Uniform Securities Agent State Law Examination 1999-12-13
  • S65 Uniform Investment Adviser Law Examination
    2001-02-12
  • S63 Uniform Securities Agent State Law Examination
    1999-12-13
Designations
Other Names
  • Chip Pyfer

View on SEC IAPD

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MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

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Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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