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Robert W. Silvernail

HUTCHISON ROAD PARTNERS
Newport Coast, CA
Some features on this profile are disabled
CRD#: 1242609
RS

Professional summary

Robert William Silvernail, CFP®, who also goes by Robert Silvernail, is a registered financial advisor currently at HUTCHISON ROAD PARTNERS, LLC located in Newport Coast, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 2 firms and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Silvernail

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Silvernail's CRS (Customer Relationship Summary).

Certified licenses

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

Certified Financial Planner

Start date: 2017

Experience

Current

March 6, 2025 - Present

HUTCHISON ROAD PARTNERS, LLC

RIA
CRD#: 149028
Newport Coast, CA
Past

December 4, 2012 - December 31, 2014

INNOVATUM CAPITAL PARTNERS, LLC

RIA
CRD#: 154192
COSTA MESA, CA
Past

August 19, 2009 - December 31, 2024

HUTCHISON ROAD PARTNERS, LLC

RIA
CRD#: 149028
NEWPORT COAST, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2009
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/23/2010
National Commodity Futures Examination

Current Firm

HR
HUTCHISON ROAD PARTNERS, LLC
HUTCHISON ROAD PARTNERS, LLC

CRD#: 149028 / SEC#:

California
Registered Investment Advisory firm - (3/6/2025 Approved)
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Contact information

Main Address
10 Hertford Street, Newport Coast, CA 92657
Mailing Address
Phone number
(949) 293-1716
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

Company Information

HUTCHISON ROAD PARTNERS, LLC

CRD#: 149028Newport Coast, CA

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