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Sergei Perepechenov

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 2026-06-10
  • CA RA
    APPROVED
    Since 2026-06-10

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
Amt Llc Moscow 09/2015 03/2023
Self-Employed San Francisco CA 04/2023 03/2025
New York Life Insurance Company San Francisco CA 04/2025 12/2025
Wealthspire Advisors San Francisco CA 01/2026 Present
  • 09/2015 → 03/2023
    Amt Llc
    Moscow
  • 04/2023 → 03/2025
    Self-Employed
    San Francisco, CA
  • 04/2025 → 12/2025
    New York Life Insurance Company
    San Francisco, CA
  • 01/2026 → Present
    Wealthspire Advisors
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

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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

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