Best Investors Account Sign in
Inactive

Russell Daniel Van Sistine

Fermata Advisors

Santa Rosa, CA

Sonoma, CA

St. George, UT

CRD 6491510

Claim This Profile
Employer firm

Fermata Advisors CRD 305614

$1.01B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-09-02
CA RA APPROVED 2021-07-26
TX RA APPROVED 2021-07-23
  • UT RA
    APPROVED
    Since 2022-09-02
  • CA RA
    APPROVED
    Since 2021-07-26
  • TX RA
    APPROVED
    Since 2021-07-23

Branch Locations

250 D Street Suite 204, Santa Rosa, CA 95404 • United States

539 Broadway Suite A, Sonoma, CA 95476 • United States

St. George, UT • 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
Edward Jones Saint Louis MO 11/2015 07/2021
Sonoma Wealth Advisors, Llc Santa Rosa CA 07/2021 Present
  • 11/2015 → 07/2021
    Edward Jones
    Saint Louis, MO
  • 07/2021 → Present
    Sonoma Wealth Advisors, Llc
    Santa Rosa, CA
Previous Registrations
  • 2016-03-04 → 2021-07-27
    Edward Jones
    Santa Rosa, CA
    Fairfield, CA
    St Louis, MO
    Santa Rosa, CA
    Santa Rosa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL SUTTER CAPITAL, INC.

Nearby Investors

JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH

Nearby Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA

More in Santa Rosa, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor