Robert J. Pyle
MISSION WEALTH MANAGEMENT, LP
Boulder, CO 80301
Some features on this profile are disabled
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.
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
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
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.
1. RSP Associates LLP; investment-related; Boulder, CO; rental property management; owner; 05/1993; 4 hours per month; 0 during securities trading hours. 2. MFP Associates LLC; investment-related; Boulder, CO; office condo property management; 50% owner; 06/2019; 1 hour per month; 0 during securities trading hours. 3. DMP Associates; investment-related; Boulder, CO; second home property management; 50% owner; 05/2015; 0.50 hours per month; 0 during securities trading hours. 4. CSP Realty LLC; investment-related; Boulder, CO; Maryland real estate management; managing partner; 0.50 hours per month; 0 during securities trading hours.
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
145
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,456 |
| AUM (Assets Under Management) | $ 10,024,060,630 |
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.
