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Simon Andrew Tryzna

Corient

San Francisco, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-20
  • CA RA
    APPROVED
    Since 2026-01-20

Branch Locations

555 Mission Street Suite 3325, San Francisco, CA 94105 • 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
Clearpath Capital Partners Llc San Francisco CA 07/2015 01/2022
Palo Alto Wealth Advisors, Llc Palo Alto CA 02/2022 01/2026
Corient San Francisco CA 01/2026 Present
Corient Services Llc Miami FL 01/2026 Present
  • 07/2015 → 01/2022
    Clearpath Capital Partners Llc
    San Francisco, CA
  • 02/2022 → 01/2026
    Palo Alto Wealth Advisors, Llc
    Palo Alto, CA
  • 01/2026 → Present
    Corient
    San Francisco, CA
  • 01/2026 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-07
  • S65 Uniform Investment Adviser Law Examination
    2017-12-07
Designations

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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