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DE

Donald B. Edgren

SEPIO CAPITAL, LP
ALAMO, CA 94507
Some features on this profile are disabled
CRD#: 3271947
DE

Professional summary

Donald Bradford Edgren, who also goes by Brad Edgren, is a registered financial advisor currently at SEPIO CAPITAL, LP located in Alamo, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Donald has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Edgren

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. SAN FRANCISCO BAY AREA BOY SCOUT COUNCIL, 1001 DAVIS STREET, SAN LEANDRO, CA 94577 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 4, HRS DURING TRADING - 1, DATE ACTIVITY BEGAN 03/07/12, POSITION - DIRECTOR; BOY SCOUTS OF AMERICA. 2. 1256 Main, LLC; not investment related; 1256 Main Street, Suite 256, Southlake, TC, 76092; partnership; no hours devoted to activity; client of Sepio Capital, LP is also invested in this partnership.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Bradford Edgren'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®
None

Experience

Current

May 12, 2017 - Present

SEPIO CAPITAL, LP

Office #1: 3201 Danville Blvd Suite 295, Alamo, CA 94507
RIA
CRD#: 285645
ALAMO, CA
Past

April 23, 2008 - May 15, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

April 23, 2008 - May 15, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

September 10, 2004 - April 25, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN FRANCISCO, CA
Past

September 10, 2004 - April 25, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN FRANCISCO, CA
Past

September 15, 1999 - September 21, 2004

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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".
SC
SEPIO CAPITAL, LP
AKTRIOM WEALTH MANAGEMENT, LLC | SEPIO CAPITAL, LP | SEPIO CAPITAL, LLC | SEPIO CAPITAL ADVISORS, LLC | CRI, LLC

CRD#: 285645 / SEC#: 801-108889

RIA
Registered Investment Advisory firm - (5/12/2017 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
California
(5/12/2017)
IAR
Texas
(7/27/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/22/2001
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/1999
General Securities Representative Examination

Current Firm

SC
SEPIO CAPITAL, LP
AKTRIOM WEALTH MANAGEMENT, LLC | SEPIO CAPITAL, LP | SEPIO CAPITAL, LLC | SEPIO CAPITAL ADVISORS, LLC | CRI, LLC

CRD#: 285645 / SEC#: 801-108889

RIA
Registered Investment Advisory firm - (5/12/2017 Approved)
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Contact information

Main Address
2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121
Mailing Address
Phone number
(415) 915-3708
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (17 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

SEPIO CAPITAL ADV PART 2A 09.22.2025 (9/22/2025)

Regulatory assets under management

Total Number of Accounts345
AUM (Assets Under Management)$ 4,464,814,589

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2024
Cover Page
Report
09/28/2023
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

SEPIO CAPITAL, LP

CRD#: 285645Alamo, CA 94507

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