Financial ADVSR advisor directory · SEC adviser records
Citrine Capital financial advisors in California
Every SEC-registered investment adviser representative at a Citrine Capital office in California, by city and A to Z.
The short answer
4 registered advisors work at Citrine Capital in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (3). 4 list the CFP designation and 0 are also registered broker representatives.
Citrine Capital advisors by city in California
Every firm in California →Citrine Capital advisors in California, A to Z
Search by name →- Ryan S. ColeSan Francisco · Certified Financial Planner
- Jirayr R. KembikianSan Francisco · Certified Financial Planner
- Nicholas LoeffelmanHuntington Beach · Certified Financial Planner
- Samantha MockfordSan Francisco · Certified Financial Planner
Citrine Capital advisors in every state →Citrine Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Citrine Capital financial advisors are in California?
4 investment adviser representatives are registered at Citrine Capital offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Citrine Capital have the most advisors?
San Francisco, with 3, then Huntington Beach (1). Citrine Capital has advisors in 2 cities in California.
How do I check a Citrine Capital advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citrine Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.