Investment adviser representative · Syon Capital LLC
Bernardino Ortiz
CRD 6564518 · San Francisco, CA
At a glance
Bernardino Ortiz is an investment adviser representative with Syon Capital LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bernardino’s SEC record dates to 2017, about 8 years ago.
Current advisory firm
- Syon Capital LLCSince October 2022San Francisco, CA · $4.4B in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bernardino’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Syon Capital LLC
- Michelle BenictaSan Francisco
- Florence ChauSan Francisco
- Ashu ChopraSan Francisco
- Eden Y. FongSan Francisco
- Christine J. HanSan Francisco · Chartered Financial Analyst
- Peter W. LowdenSan Francisco · Chartered Financial Analyst
- Megan S. MulloySan Francisco · Certified Financial Planner
- Andrew R. RumbelowSan Francisco
Every advisor at Syon Capital LLC →Syon Capital LLC: assets, clients and custodians →Financial advisors in San Francisco, CA →Every Syon Capital LLC advisor in San Francisco →Advisor Moves: who changed firms this week →