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Sean Christopher Ritchie

Sapient Private Wealth Management, LLC

Eugene, OR

CRD 7229467

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Employer firm

Sapient Private Wealth Management, LLC CRD 159419

$1.75B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Sapient Private Wealth Management, Llc

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-03-11
  • OR RA
    APPROVED
    Since 2020-03-11

Branch Locations

101 East Broadway Suite 480, Eugene, OR 97401 • 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
Sapient Private Wealth Management Eugene OR 12/2019 Present
Harry Ritchies Jewelers Eugene OR 06/2009 12/2019
  • 12/2019 → Present
    Sapient Private Wealth Management
    Eugene, OR
  • 06/2009 → 12/2019
    Harry Ritchies Jewelers
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-11
  • S65 Uniform Investment Adviser Law Examination
    2020-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ROEHL & YI INVESTMENT ADVISORS, LLC
FINANCIAL FACILITATORS, INC.
UBS FINANCIAL SERVICES INC.

Nearby Investors

Andrew Glenn College
Mason Davis Young
JAYMAN FRANK YI

Nearby Offices

ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR

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