Chris M. Rebich

TORO WEST CAPITAL ADVISORS

LOUISVILLE, CO 80027

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CRD#: 4331972

Professional summary

Chris Matthew Rebich is a registered financial advisor currently at TORO WEST CAPITAL ADVISORS located in Louisville, Colorado.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Chris has worked at 4 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

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.

O'Connor Development is a company that owns and runs a commercial real estate portfolio. I do not have ownership. I work on the operating side of the business, including tenant relations, oversight of property managers, and some leasing activity. They are not looking to make new investments, just manage the properties already under ownership. Start date was October of 2005. Time spent during trading hours varies. Estimated 15 hours a week on average. Chaingate Capital LLC, Investment Related, General Partner, 0-1 hours per month. Chaingate is an advisor to a private fund.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Matthew Rebich'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

July 9, 2024 - Present

TORO WEST CAPITAL ADVISORS

Office #1: 357 Mccaslin Blvd., Suite 200, Louisville, CO 80027

RIA

CRD#: 331265

LOUISVILLE, CO

Past

March 17, 2017 - July 10, 2024

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

ENGLEWOOD, CO

Past

March 9, 2005 - November 21, 2005

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

February 16, 2001 - November 21, 2005

CRESTONE SECURITIES LLC

CRD#: 103981

BOULDER, CO

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".

TORO WEST CAPITAL ADVISORS

TORO WEST CAPITAL ADVISORS | TORO WEST CAPITAL ADVISORS, LLC

CRD#: 331265 / SEC#: 801-130476

RIA

Registered Investment Advisory firm - (6/14/2024 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

Colorado
(7/9/2024)

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: 3/15/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/8/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/6/2001

General Securities Representative Examination

Current Firm

TORO WEST CAPITAL ADVISORS

TORO WEST CAPITAL ADVISORS | TORO WEST CAPITAL ADVISORS, LLC

CRD#: 331265 / SEC#: 801-130476

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

357 Mccaslin Blvd., Suite 200, Louisville, CO 80027

Mailing Address

Phone number

(720) 319-8517

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TORO WEST CAPITAL ADVISORS ADV PART 2A 5-2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	326
AUM (Assets Under Management)	$ 208,315,075

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.

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Advisor Monitoring

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Chris M. Rebich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Matthew Rebich's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVEO CAPITAL PARTNERS, LLC

CRESTONE ASSET MANAGEMENT LLC

CRESTONE SECURITIES LLC

Primary Firm SEC Registration

TORO WEST CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2017

Series 66

Date: 3/8/2005

Series 63

Date: 3/9/2004

Series 7

Date: 2/6/2001

Current Firm

TORO WEST CAPITAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORO WEST CAPITAL ADVISORS

TRUST BUT VERIFY

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