Silvio Gaetano Bettinelli

Current Employers

Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-09-03

CA RA
APPROVED

Since 2023-09-03

Branch Locations

Napa, CA • United States

539 Broadway Suite A, Sonoma, CA 95476 • 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

Organization	City	State	From	To
Fermata Advisors, Llc - Doing Business As, Sonoma Wealth Advisor	Sonoma	CA	09/2023	Present
Treasury Wine Estates	Napa	CA	01/2020	08/2023
Uc Davis	Davis	CA	09/2017	12/2019
United States Marine Corps	Bridgeport	CA	09/2013	08/2017

09/2023 → Present

Fermata Advisors, Llc - Doing Business As, Sonoma Wealth Advisor

Sonoma, CA
01/2020 → 08/2023

Treasury Wine Estates

Napa, CA
09/2017 → 12/2019

Uc Davis

Davis, CA
09/2013 → 08/2017

United States Marine Corps

Bridgeport, CA

Other Businesses

Bettinelli Vineyards LLC, Not Investment Related, Address: Napa, CA, Nature: Agriculture (Vineyard) land holding company, Position & Title: Passive Owner, Hours: None

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-10

S65 Uniform Investment Adviser Law Examination

2023-03-10

Other Names

Gaetano Bettinelli

View on SEC IAPD