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Christian Mejia

Sivia Capital Partners, LLC

Mill Valley, CA

CRD 6611171

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Employer firm

Sivia Capital Partners, LLC CRD 170413

$1.24B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Sivia Capital Partners, Llc

495 Miller Avenue Suite 206, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2021-04-14
WA RA APPROVED 2021-04-12
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2021-04-14
  • WA RA
    APPROVED
    Since 2021-04-12

Branch Locations

495 Miller Avenue Suite 206, Mill Valley, CA 94941 • 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
Charles Schwab & Co., Inc. Austin TX 02/2016 05/2017
Fidelity Brokerage Services Llc San Francisco CA 07/2017 12/2017
Sf Sentry Securities, Inc. San Francisco CA 12/2017 03/2019
Ubs Financial Services Inc. San Francisco CA 04/2019 04/2021
Sivia Capital San Francisco CA 04/2021 Present
  • 02/2016 → 05/2017
    Charles Schwab & Co., Inc.
    Austin, TX
  • 07/2017 → 12/2017
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 12/2017 → 03/2019
    Sf Sentry Securities, Inc.
    San Francisco, CA
  • 04/2019 → 04/2021
    Ubs Financial Services Inc.
    San Francisco, CA
  • 04/2021 → Present
    Sivia Capital
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-27
  • S66 Uniform Combined State Law Examination
    2016-05-27

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

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