Robert Bruce Pyles | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Bruce Pyles, who also goes by Stan Taylor, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1981. Robert had worked at 8 firms and has passed the Series 65, Series 63, Series 15, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Stan Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As of March 2024, Mr. Pyles provides consulting services to Mission Creek Capital Partners, Inc., an investment advisory, to help transition former Evergreen Wealth Management Services, Inc. clients from their previous advisory relationship to their new advisory firm.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 3, 2017 - May 1, 2018

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Silvedale, WA

Past

October 18, 2005 - March 6, 2025

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

RIA

CRD#: 137164

Mill Creek, WA

Past

September 26, 2003 - August 24, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SEQUIM, WA

Past

December 15, 2000 - August 24, 2005

MORGAN STANLEY DW INC.

BD

CRD#: 7556

PURCHASE, NY

Past

October 1, 1999 - December 11, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD

CRD#: 19616

ST. LOUIS, MO

Past

January 2, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD

CRD#: 6124

CHARLOTTE, NC

Past

March 22, 1989 - January 21, 1998

CIBC WORLD MARKETS CORP.

BD

CRD#: 630

NEW YORK, NY

Past

August 19, 1985 - April 12, 1989

LEHMAN BROTHERS INC.

BD

CRD#: 7506

Past

November 17, 1981 - August 28, 1985

FOSTER & MARSHALL INC.

BD

CRD#: 321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD#: 170602 / SEC#: 801-111778

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

California

Registered Investment Advisory firm - (12/13/2017 Terminated)

Idaho

Registered Investment Advisory firm - (11/13/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2017 Terminated)

Washington

Registered Investment Advisory firm - (11/22/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 12/10/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 15

Date: 5/7/1984

Foreign Currency Options Examination

General Industry/Product Exam

RR

Series 5

Date: 10/3/1983

Interest Rate Options Examination

General Industry/Product Exam

RR

Series 7

Date: 10/17/1981

General Securities Representative Examination

Current Firm

CC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD#: 170602 / SEC#: 801-111778

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

California

Registered Investment Advisory firm - (12/13/2017 Terminated)

Idaho

Registered Investment Advisory firm - (11/13/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2017 Terminated)

Washington

Registered Investment Advisory firm - (11/22/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9361 Bayshore Drive Nw, Silverdale, WA 98383

Mailing Address

Phone number

(360) 308-8239

Established

Firm type

Fiscal year end

# of Employees

46

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	8,596
AUM (Assets Under Management)	$ 1,474,429,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert B. Pyles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

CIBC WORLD MARKETS CORP.

LEHMAN BROTHERS INC.

FOSTER & MARSHALL INC.

Primary Firm SEC Registration

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/1996

Series 63

Date: 12/10/1987

Series 15

Date: 5/7/1984

Series 5

Date: 10/3/1983

Series 7

Date: 10/17/1981

Current Firm

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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