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AP

Alison L. Pyott

VERIS WEALTH PARTNERS
PORTSMOUTH, NH 03801
Some features on this profile are disabled
CRD#: 2562470
AP

Professional summary

Alison Lyn Pyott, CFP®, CPWA®, who also goes by Alison Lyn Butland, is a registered financial advisor currently at VERIS WEALTH PARTNERS, LLC located in Portsmouth, New Hampshire.

Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alison has worked at 4 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alison Lyn Butland

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 Alison Lyn Pyott's CRS (Customer Relationship Summary).
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: 2009

CPWA®

Certified Private Wealth Advisor

Start date: 2020-11-16

Expire date: 2024-10-31

Experience

Current

May 4, 2010 - Present

VERIS WEALTH PARTNERS, LLC

Office #1: 1 Cate Street 4th Floor, Portsmouth, NH 03801
RIA
CRD#: 143588
PORTSMOUTH, NH
Past

October 8, 2004 - July 17, 2007

FORESIDE ASSOCIATES, LLC

BD
CRD#: 13494
PORTSMOUTH, NH
Past

September 7, 1996 - July 12, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

February 7, 1995 - July 19, 1999

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA

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".
VW
VERIS WEALTH PARTNERS, LLC
ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA
Registered Investment Advisory firm - (6/8/2007 Approved)

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
New Hampshire
(5/4/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/4/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/7/2004
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/1/2004
Investment Company Products/Variable Contracts Principal Examination

Current Firm

VW
VERIS WEALTH PARTNERS, LLC
ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA
Registered Investment Advisory firm - (6/8/2007 Approved)
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Contact information

Main Address
1111 Broadway Suite 300, Oakland, CA 94607
Mailing Address
Phone number
(415) 814-0580
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2025 ANNUAL UPDATING AMMENDMENT MAY) (5/30/2025)

Regulatory assets under management

Total Number of Accounts2,654
AUM (Assets Under Management)$ 2,259,771,653

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/07/2025
Cover Page
Report
11/12/2024
Cover Page
Report
01/02/2024
Cover Page
Report
12/02/2022
Cover Page
Report

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.

Company Information

VERIS WEALTH PARTNERS, LLC

CRD#: 143588Portsmouth, NH 03801

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