Robert J. Pyle
MISSION WEALTH MANAGEMENT, LP
Boulder, CO 80301
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CRD#: 2582841
Professional summary
Robert James Pyle, CFP® is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Boulder, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 3 firms and has passed the Series 7 exam.
Core Areas of Focus
Business Owners
Charitable Giving
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing Management
Biography
We enjoy working with clients who are outdoor sports enthusiasts.
Question & Answer
What are your service offerings?
Education Planning
Budgeting
Insurance Planning
Business Succession Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Divorce Planning
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert James Pyle'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®
Start date: 1997
Experience
Current
October 1, 2025 - Present
MISSION WEALTH MANAGEMENT, LP
Office #1: 3450 Penrose Place Suite 150, Boulder, CO 80301RIA
CRD#: 113057
Boulder, CO
Past
January 1, 1999 - November 12, 2025
DIVERSIFIED ASSET MANAGEMENT, INC.
RIA
CRD#: 112743
Boulder, CO
Past
March 21, 1995 - August 27, 1996
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
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".
MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC
CRD#: 113057 / SEC#: 801-61230
RIA
Registered Investment Advisory firm - (6/7/2002 Approved)California
Registered Investment Advisory firm - (6/14/2002 Terminated)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
Colorado(10/1/2025)
Exams
General Industry/Product Exam
Current Firm
MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC
CRD#: 113057 / SEC#: 801-61230
RIA
Registered Investment Advisory firm - (6/7/2002 Approved)California
Registered Investment Advisory firm - (6/14/2002 Terminated)PREMIUM
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Contact information
Main Address
1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 882-2360
Established
Firm type
Fiscal year end
# of Employees
184
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16,573 |
| AUM (Assets Under Management) | $ 13,912,131,150 |
Red Flags
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Company Information
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057Boulder, CO 80301TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
