Robert G. Canavan

PURE FINANCIAL ADVISORS

San Diego, CA 92108

Some features on this profile are disabled

CRD#: 2932458

Professional summary

Robert Greene Canavan, AIF®, CFP®, who also goes by Robert G Canavan, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert G Canavan

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 Greene Canavan'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 15, 2018 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

RIA

CRD#: 144316

San Diego, CA

Past

July 29, 2013 - March 11, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TORRANCE, CA

Past

June 28, 2013 - March 8, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TORRANCE, CA

Past

February 15, 2011 - March 26, 2013

B. RILEY & CO., LLC

CRD#: 40355

LOS ANGELES, CA

Past

May 12, 2006 - January 7, 2011

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

SAN FRANCISCO, CA

Past

May 26, 2004 - April 10, 2006

THE BENCHMARK COMPANY, LLC

CRD#: 22982

BOSTON, MA

Past

June 20, 2002 - June 1, 2004

BROKERAGEAMERICA, LLC

CRD#: 47966

NEW YORK, NY

Past

November 6, 1998 - June 26, 2002

DEUTSCHE IXE, LLC

CRD#: 7172

NEW YORK, NY

Past

October 20, 1997 - May 22, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 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.

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
(3/15/2018)

IAR

Texas
(2/18/2021)

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: 7/22/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 5/3/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/6/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/30/2002

General Securities Principal Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 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

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert G. Canavan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Greene Canavan's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

B. RILEY & CO., LLC

NATIONAL FINANCIAL SERVICES LLC

THE BENCHMARK COMPANY, LLC

BROKERAGEAMERICA, LLC

DEUTSCHE IXE, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2013

Series 63

Date: 11/6/1997

SIE

Date: 3/8/2018

Series 55

Date: 5/3/1999

Series 7

Date: 10/6/1997

Series 24

Date: 8/30/2002

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors