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DB

Donald A. Bussmann

VELMARK CAPITAL MANAGEMENT
SAN FRANCISCO, CA 94104
Some features on this profile are disabled
CRD#: 4233371
DB

Professional summary

Donald Andrew Bussmann, who also goes by Andy Bussmann, is a registered financial advisor currently at VELMARK CAPITAL MANAGEMENT LLC located in San Francisco, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Donald has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andy Bussmann

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 Donald Andrew Bussmann'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®
None

Experience

Current

May 23, 2025 - Present

VELMARK CAPITAL MANAGEMENT LLC

Office #1: 580 California Street Suite 700, San Francisco, CA 94104
RIA
CRD#: 311441
SAN FRANCISCO, CA
Past

June 24, 2003 - July 1, 2008

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

June 13, 2001 - August 9, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

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
(5/23/2025)
IAR
New York
(7/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/2/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/20/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/26/2025
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2001
General Securities Representative Examination

Current Firm

VC
VELMARK CAPITAL MANAGEMENT LLC
VELMARK CAPITAL MANAGEMENT LLC

CRD#: 311441 / SEC#:

California
Registered Investment Advisory firm - (5/23/2025 Approved)
New York
Registered Investment Advisory firm - (7/2/2025 Approved)
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Contact information

Main Address
580 California Street Suite 1200, San Francisco, CA 94104
Mailing Address
Phone number
(415) 986-9415
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VELMARK CAPITAL MANAGEMENT LLC

CRD#: 311441San Francisco, CA 94104

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