BK
Brian M. Kreischer
FRANK, RIMERMAN ADVISORS LLC
SAN FRANCISCO, CA 94111
Some features on this profile are disabled
CRD#: 4625727
BK
Professional summary
Brian Matthew Kreischer is a registered financial advisor currently at FRANK, RIMERMAN ADVISORS LLC located in San Francisco, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 1 firm and has passed the Series 65 exam.
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.
NAME:FRANK, RIMERMAN & CO., LLP; INVESTMENT-RELATED?: NO; ADDRESS: ONE EMBARCADERO CENTER, STE 2410, SAN FRANCISCO, CA 94111; OTHER LOCATIONS: 1) 2882 SAND HILL ROAD, STE 150, MENLO PARK, CA 94025, AND 2) 60 S. MARKET ST., STE 500, SAN JOSE, CA 95113; NATURE OF THIS BUSINESS: SERVICES TO INDIVIDUALS & COMPANIES, INCLUDING:
* TAN CONSULTING & PLANNING
* ASSURANCE & ADVISORY SERVICES
* ACCOUNTING SERVICES
* LITIGATION SUPPORT & BUSINESS VALUATION
* MANAGEMENT CONSULTING; CURRENT POSITION: CERTIFIED PUBLIC ACCOUNTANT AND A BUSINESS SERVICES PARTNER; START DATE WITH FRANK, RIMERMAN & CO., LLP: 09/01/1991; APPROX. HOURS/MTH DEVOTED TO THIS BUSINESS: 160 HRS OR FULL-TIME; APPROX. HOURS/MTH DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS: 160 HOURS OR FULL-TIME; DUTIES: BUSINESS DEVELOPMENT, AND MANAGEMENT OF PERSONNEL
CRS (Client Relationship Summary) - RIA
Click below to view Brian Matthew Kreischer'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
July 15, 2003 - Present
FRANK, RIMERMAN ADVISORS LLC
Office #1: One Embarcadero Center Suite 2410, San Francisco, CA 94111RIA
CRD#: 124147
SAN FRANCISCO, CA
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".
FR
FRANK, RIMERMAN ADVISORS LLC
FRANK, RIMERMAN ADVISORS LLC
CRD#: 124147 / SEC#: 801-62201
RIA
Registered Investment Advisory firm - (7/1/2003 Approved)California
Registered Investment Advisory firm - (10/22/2003 Terminated)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(7/15/2003)
Current Firm
FR
FRANK, RIMERMAN ADVISORS LLC
FRANK, RIMERMAN ADVISORS LLC
CRD#: 124147 / SEC#: 801-62201
RIA
Registered Investment Advisory firm - (7/1/2003 Approved)California
Registered Investment Advisory firm - (10/22/2003 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
1801 Page Mill Road, Palo Alto, CA 94304
Mailing Address
Phone number
(650) 845-8100
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 3,018,353,573 |
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.
