Investment adviser representative · Greyfield Capital Management LLC
Charles Bettendorf
CRD 6912687 · San Marino, CA
At a glance
Charles Bettendorf is an investment adviser representative with Greyfield Capital Management LLC in San Marino, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Greyfield Capital Management LLCSince October 2025San Marino, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charles’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
- Locked
- 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
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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.
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