SM
Stephen D. Mayer
SDM ADVISORS
San Francisco, CA 94104
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CRD#: 4223255
SM
Professional summary
Stephen David Mayer is a registered financial advisor currently at SDM ADVISORS, LLC located in San Francisco, California.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stephen has worked at 1 firm .
Question & Answer
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.
I AM ENGAGED IN THE FOLLOWING NON-INVESTMENT RELATED ACTIVITIES:
I AM A CERTIFIED PUBLIC ACCOUNTANT AND MANAGING PARTNER OF SD MAYER & ASSOCIATES, LLP.
235 MONTGOMERY STREET,
28TH FLOOR,
SAN FRANCISCO, CA 94104
I ALSO SERVE ON THE FOLLOWING BOARDS:
BOARD OF DIRECTORS - PRESIDIO BANK
BOARD OF DIRECTORS - SAN FRANCISCO CHAMBER OF COMMERCE
BOARD OF DIRECTORS - SF CENTER FOR ECONOMIC DEVELOPMENT
BOARD OF DIRECTORS - RIORDAN HIGH SCHOOL
BOARD OF DIRECTORS - SAN FRANCISCO SCHOOL ALLIANCE
BOARD OF DIRECTORS - BAY AREA COUNCIL
BOARD OF DIRECTORS - THE LEADING EDGE ALLIANCE
I SPEND APPROXIMATELY 90% OF MY TIME ON THESE ACTIVITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen David Mayer'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®
NoneExperience
Current
October 3, 2014 - Present
SDM ADVISORS, LLC
Office #1: 235 Montgomery Street 26th Flr., San Francisco, CA 94104RIA
CRD#: 170014
San Francisco, CA
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(10/3/2014)
Exams
Current Firm
SA
SDM ADVISORS, LLC
SDM ADVISORS, LLC
CRD#: 170014 / SEC#: 801-79598
RIA
Registered Investment Advisory firm - (10/16/2014 Terminated)California
Registered Investment Advisory firm - (10/6/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
235 Montgomery Street 26th Flr., San Francisco, CA 94104
Mailing Address
Phone number
(415) 691-4040
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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