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Fiducient Advisors LLC CRD 106720
$97.5B regulatory AUM 884 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
500 W. Madison Street, Suite 3260, Chicago, IL 60661 • United States
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-29 |
Branch Locations
100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Ocean | San Rafael | CA | 04/2013 | 08/2024 |
| Wealthspire Advisors Llc | San Rafael | CA | 08/2024 | Present |
SKYNET FUTURES LLC. ADDRESS: 1420 IRONNWOOD DR. MCLEAN, VA 22101. CO-OWNER WITH MY BROTHER, HOLDS A JOINT ACCOUNT AT INTERACTIVE BROKERS FOR THE PURPOSE OF RUNNING AN AUTOMATED TRADING SYSTEM WE WROTE. REQUIRES NO MAINTENANCE DURING THE WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-29 |
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